Select Management > Addendum Billing. If you are using universal navigation, click Management > Setup > Addendum Billing.

Select All associations using the Association search box.

Spot check the counts and amounts that will be posted by clicking on the Current Qty/Certified link beside each addendum item with an item count.

NOTE: If this is the first-time posting addendum billing in CINC Accounting, ensure that the counts and amounts are in line with previous bills to the community.

A popup box will display with details of the addendum items that will be available to post.

Additions can be made to the list of addendum items for billing by clicking New and entering the details of a new charge in the blank boxes presented.

NOTE: If an item shows as Add… in the Current Qty/Certified column, new items can be added for billing by clicking the Add… hyperlink, then clicking New.

Enter the Date and a Description of the charge.

Choose the addendum Type from the dropdown.

Enter the Qty.

Click Save for the system to calculate the Amount based on the rate in the addendum billing setup. If the item is being manually tracked and only the amount is known, enter a quantity of one (1) and enter the total for billing in Amount field. This will override the system calculation of Quantity x Rate in the addendum billing setup.

Correct any of the details can be made by selecting the checkbox next to the item, making the change, and clicking Save. Items may be deleted by selecting the checkbox next to the item and clicking Delete.

NOTE: At any time during the month, you can add an addendum billing item using the Fee button on the Tasks left navigation menu. (see Entering Addendum Quick Charges)

On the Association Addendum Billing Rates screen, select the All associations view and ensure the Billing Type dropdown is set to All Billing Types.

Enter the Post For date.

NOTE: The Post For date becomes the invoice date and the date of the GL transactions for the association’s expenses and the management company’s income.

Select the checkbox next to Billing Type at the top of the list to select the checkboxes for billing types that have Current Qty/Certified counts.

NOTE: To avoid creating invoices for all billing types with counts, change the Billing Type dropdown to a specific billing type before selecting the checkbox next to Billing Type or next to one or more specific billing types.

Click Post.