Enter Receivables Balances

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This task is used to enter receivables balance to a household account.

 

The task is only available when you have selected a Community in context.

Prerequisites to complete task correctly.

How do you get here?

Conversion Detail Households Tab Tasks Enter Receivables Balances

 

To enter a receivables balance:

  1. Use the drop down menu to select a Charge Type for a household.

  2. Enter the Balance Owed and the Date that the charge takes place.

  3. Enter a brief Note to further describe the nature of the charge.

  4. To add an additional receivables balance to a household, click in the existing row and then click the Add link. A new row will appear below.

  5. To remove a row, click in the row to be removed and then click the Remove link.

  6. Click Finished when complete.