Coupon generation has been updated to handle properties with multiple contacts and distinct mailing addresses, ensuring that the correct coupon book is directed to the right person.
Field and Column Renaming
The following fields and column headers have been renamed on the Generate Coupons page:
The Homeowner(s) field has been renamed to Select Contact(s).
The Homeowner column header in the lookup has been renamed to Contact Name.
The Address column header in the lookup has been renamed to Property Address.
Improved Contact Lookup
The homeowner lookup for the Select Contact(s) field has been improved in the following ways:
All contact types set to receive coupons are now displayed.
A new Mailing Address column has been added, showing the contact's mailing address if they have only one, or "Multiple" if they have more than one.
Non-linked contacts display in their own separate row.
Linked contacts display together in a single row, inheriting the Contact Type of the linked contact.
Primary and secondary contacts display together in a single row.
When the Use Business Name toggle is enabled on the contact profile, the Business Name is displayed.
Follow these steps to generate or print homeowner coupons:
In CINC, go to Homeowners > Generate Coupons.
OR
In CINC with universal navigation, go to Accounting > Billing & statements > Generate coupons.
The Generate or Print Homeowner Coupons page displays. Search for and select the desired association.
Complete the following information:
Billing Formats: 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.
Billing Status: Toggle on to filter homeowners by billing status for which to generate coupons. Defaults to Billable Homeowners.
New homeowners added between: Toggle on and select the from and to dates to filter only homeowners added within that date range.
Select Contact(s): Click the Homeowner lookup to select contacts to receive generated coupons.
Breakout Coupons: 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 Assessments page.
In CINC, go to System > Assessments.
OR
In CINC with universal navigation, go to Accounting > Settings > Assessments.
Available for in-house printing and SouthData file generation only.
Late Amount Includes: Toggle on options to include on the coupon. Available for printing in-house only.
Late Date Options: Select how the late date displays on printed coupons. Available for printing in-house only.
Fiscal Year: Select the fiscal year for which to generate coupons.
Start Date: Select the actual billing day that displays on the homeowner accounts.
End Date: Select the ending billing date for the coupons. Defaults to the last day of the current calendar year.
Assessment: Select the checkbox next to the assessment(s) for which to generate coupons.
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 the 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 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.