Generating Late Notices

A late notice is set up in accordance to your housing authority's policy. It can be run at any time during the month and you can generate a notice for any customer/tenant with a balance on accounts specified by the agency's policy (for example, it can display Total Due Now for all accounts, or it can display Total Due for just rent).

Hint: A late notice needs to be run as a statement if your agency does not charge late fees. See "Generating and Exporting Statements"

Caution! Before you generate late notices for a given month, verify that you have generated the monthly transactions for that month first. See "Generating Monthly Transactions"

On the Main Menu screen, click PERIODIC. The Periodic Processing screen opens.

Select theMonthly tab and click GENERATE LATE NOTICES. The Generate Late Notices Wizard is initiated.

Verify or enter the late notice date (all late notices as of this date will be generated) and select the appropriate late notice format from the drop-down list.

Specify the beginning balance as of date and the include transactions through date.

Note: The late notice date and beginning balance as of date must be the first day of the month of the transactions being billed, and the include transactions through date must be the last day of the month of the transactions being billed.

Check the checkboxes of the developments for which you want to generate late notices. By default, all developments are checked.

This is your agency-defined list of developments, which you maintain in the Setup area of the program. See "Setting Up Developments"

Hint: Click to check all checkboxes; click to uncheck all checkboxes.

Click START to continue.

Review and confirm the bill information and check the checkboxes of the customer account types for which to generate late notices. By default, all account types are checked.

This is your agency-defined list of account types, which you maintain in the Setup area of the program. See "Setting Up Account Types"

Click NEXT to continue.

Review and confirm all late notice information you have set up. If everything is correct, click FINISH. You have successfully generated late notices!