Contract Billing Monthly Procedures (Base Billing Only)

This procedure allows you to complete monthly tasks in Contract Base Only Billing.

1. Print the Contract Due Report for the previous year’s range of dates.  This insures all contracts have been billed.  (CN-4-7)

2. Print the Contract Due Report for the current range of dates for which you wish to bill.  (CN-4-7)

3. Print the Automatic Contract Billing Report for the same range of dates as in Step 2.  Compare to Contract Due Report.  (CN-1-11)

4. Print the Contract Expiration Report.  (CN-4-6)

• Rental

• Maintenance

• Lease (same range of dates as above)

5. Update the expiration dates of expiring contracts only.  If you are using the Accrual Accounting Programs this step is not necessary.  (CN-1-6)

6. Update any base rate, if needed or desired.  (CN-1-6)

7. Perform Automatic Contract Billing.  Use same range of dates as above.  (CN-1-11)

8. Print invoices.

Please call La Crosse Management Systems, Inc. if you have any questions.  We appreciate your calls.  (608) 784-8400.