Generating or Printing Homeowner Coupons
Generating or Printing Homeowner Coupons
CINC Accounting allows users to generate coupons for printing in-house or to generate a coupon file to upload to a third-party vendor for the creation of coupon books.
NOTE: Currently files can be generated and are compatible with the following vendor formats: Bank-A-Count, Best Bill, Optimal Outsource, and SouthData. A coupon interface must be selected to produce files specific to the vendors listed.
Follow these steps to generate or print homeowner coupons:
In CINC Core, go to Homeowners > Generate Coupons. If you are using universal navigation, click Accounting > Billing & Statements > Generate Coupons.
The Generate or Print Homeowner Coupons page displays. Search for and select the desired association.
Complete the following information:
Field
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Description
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Billing Formats
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Toggle on to filter homeowners with the billing format/ types for which to generate coupons. Defaults to Coupons. Coupons can be generated for homeowners with all billing types.
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Billing Status
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Toggle on to filter homeowners by billing status for which to generate coupons. Defaults to Billable Homeowners.
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New homeowners added between
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Toggle on and select the from and to dates to filter only homeowners added within that date range.
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Select Contact(s)
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Click the Homeowner lookup to select contacts to receive generated coupons.
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Breakout Coupons
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When enabled, lists multiple charges and a total on a single coupon instead of generating separate coupon books per assessment.
Setup requires defining up to four assessments and their order on the System > Assessments page.
Available for in-house printing and SouthData file generation only.
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Late Amount Includes
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Toggle on options to include on the coupon. Available for printing in-house only.
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Late Date Options
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Select how the late date displays on printed coupons. Available for printing in-house only.
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Fiscal Year
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Select the fiscal year for which to generate coupons.
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Start Date
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Select the actual billing day that displays on the homeowner accounts.
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End Date
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Select the ending billing date for the coupons. Defaults to the last day of the current calendar year.
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Assessment
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Select the checkbox next to the assessment(s) for which to generate coupons.
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Click Print to print or preview the coupon to a PDF. Coupons produced for in-house printing are found under Recent Reports on the left navigation menu.
Click Generate to generate a file to send to the third-party coupon vendor. Files generated for a third-party vendor are found under the Queue on the left navigation menu.
Click on Queue link on the left navigation menu to display a list of available reports. The file is available for download under the Coupon File section. Click on the Description to download the file. Save the file as a .pan (SouthData only) or All Files document (all other vendors) and send it to the vendor for coupon printing.