Maintaining Billable Charges

You create a billable charge whenever a taxpayer should be charged for a service that occurs outside the normal course of business. For example, if a taxpayer requires a review of their property assessment, you may charge them an administration fee.

Note:

Billable charges can be uploaded from an external system. Refer to Uploading Billable Charges and Using Billable Charges For Pass Through Billing for more information.

A billable charge must refer to 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 billable charge. This means that if an obligation has many unbilled billable charges, it will have many bill segments.
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 collections process monitors billable charge obligations for overdue debt and responds accordingly when overdue debt is detected.
This obligation must reference an obligation type that has a Special Role Flag of Billable Charge. If such an obligation does not already exist for the account, one must be created before you can levy a billable charge. See "For more information" at the end of this section for links to other sections that will help you with this process.

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

A user may override the information on the template 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. If you don't use a template, you'll have to enter the bill information manually.

Fastpath:

Refer to Setting Up Billable Charge Templates for more information.

Note:

Adding taxes and other calculation lines to a billable charge. Refer to Billable Charge - RQ Details for information about how to have the system calculate tax lines and append them to the billable charge.

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