Setting Up Billable Charge Templates

A user creates a billable charge whenever a taxpayer should be levied an ad hoc charge. For example, if a taxpayer requires a review of their property assessment, you may charge them an administration fee.

Note:

Interfacing billable charges from an external system. In addition to being entered manually, billable charges can also be interfaced from an external system. You would interface billable charges if your organization provides "pass through" billing services. Refer to Uploading Billable Charges for more information.

A billable charge must reference an obligation. This obligation behaves just like any other obligation:

Bill segments are created for the obligation. Whenever billing is performed for an account with billable charge obligations, the system creates a bill segment for each unbilled billable charge.
Payments are distributed to the obligation. Payments made by an account are distributed to its billable charge obligations just like any other obligation.
Overdue debt is monitored. The credit and collections process monitors billable charge obligations for overdue debt and responds accordingly when overdue debt is detected.

Note:

Rates can be applied to billable charges. Billable charges can be connected to an obligation that also specifies a rate. The rate will be applied and lines added to the bill segment after the billable charge lines are added. For example, a rate can insert flat charges or be applied to service quantities associated with the billable charge.

Fastpath:

Refer to How To Create An Ad-hoc Bill for instructions describing how to create a bill for a billable charge outside of the normal bill creation process.

Billable charge templates exist to minimize the effort required to create a billable charge for a taxpayer. A billable charge template contains the default bill lines, amounts and distribution codes used to levy a one-off charge.

The information on the template may be overridden by a user when the billable charge is created.

Note:

Templates aren't required. A billable charge can be created without a template for a truly unexpected charge.

After setting up the billable charge templates, you must indicate the obligation types that can use each template. Obviously, only billable charge obligation types (as defined on the obligation type's special role) will reference billable charge templates.

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