Billable Charge Obligations

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. You can also use billable charges to "pass through" other bill ready charges generated outside the system, by another application, or by a 3rd party supplier.

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

Therefore, you must set up at least one obligation type to hold your billable charge debt. You may have multiple charges based on billing frequencies, A/R booking, debt monitoring, etc. It's really up to you.

The easiest way to determine how many billable charge obligation types you'll need is to define every conceivable billable charge (which you should have done when you designed your billable charge templates). Then ask yourself if they have the same billing and payment behavior, if so, you'll have one obligation type. If not, you'll need one obligation type for each combination.