This task is used to manually bill part or all of a promissory note ahead of the next scheduled billing date, in order to receive a payment against it. You can manually bill any amount up to the current Unbilled Balance if the Payment Start Date has passed. Also, the promissory note must appear in the scheduled items section and have an Unbilled Balance greater than $0.00.
To manually bill a selected promissory note, follow these steps:
1. Go to Household Detail > Accounting Tab.
2. Go to Promissory Notes Tab, and then highlight the note in the Scheduled Items section.
3. Go to Tasks > Manually Bill Selected Promissory Note.
4. Complete the following fields:
▪ Charge Date—The system will pre-fill this field with the current date. However, you may select any date prior by entering the date or selecting it from the drop-down calendar. You must enter a date that is on or after the scheduled payment start date, but it cannot be a future date.
▪ Amount—Enter the amount you want to manually bill up to the Unbilled Balance.
▪ Note—Enter a description or explanation of the bill.
5. Click Finished.
6. If the process failed, you may need to return to the page and make a correction. If the process fails after an adjustment, contact Bostonpost Client Support at myMRI, or contact a Client Support Analyst directly at (877) 579-8896 for assistance.
7. If the process passed, click Close.
Note
The billing correction event will appear in Event History, the amount billed and now due will appear in the Open Items section, and the scheduled item will reflect the new Unbilled Balance. You will be able to apply a payment to all or part of the Open Item amount.