Creating Items for Billing in Lien Writer Pro®

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In Lien Writer® Pro billing proceeds one of two ways.  Either you have set up a Product Code as an individual item, not checking the Mass Printing Product checkbox, the program will process the billing as a direct A/R posting.  If it is checked, it is placed in the Prelien Detail system for later processing based on the price matrix.  It is all in how you set the system up

To process billing in Lien Writer® Pro you must first set up product codes for your services. Without a product code you cannot bill for the various services.  The documents allow billing are essentially all mass produced preliminary notices, mass produced lien waivers and releases, mass produced lien warning notices, and any of the documents produced under the PRINT button:

Whenever you print a document, a Document Billing screen will appear. For items under the PRINT button, the Document Billing screen will appear when a document is printed.  Everything should be set up correctly, and you need only approve:

Billing Yr/Month:                Enter the Year - Month billing period for which this record is being processed;

Product Billing Code:        Choose the Product Billing Code. The default for the code will be displayed (see below);

Project Name:                Project for which this claim was processed (not editable);

Customer:                        Customer for whom this claim was processed (not editable);

Company Code:                Company for whom this claim was processed (not editable);

Billing to Code:                Company to who the bill will go (not editable);

Base Fee for Product:        Enter the cost for document (does not apply if Mass Matrix is set up);

Number of Notices:                Enter the number of notices sent;

Additional Fee:                Enter any additional fee for services;

Charge Express Fee:        Check if this is being sent Express mail;

Express Mail Fee:                Enter the express service fee;

Do not Bill:                        Check if this is NOT to be billed.        

Depending if the Product Billing Code is tied to a mass billing matrix, the posting will go directly to AR Detail or to Mass Printing Detail to be processed later to AR Detail.  For items for MASS PRINTING options from the main menu, the Mass Document Billing screen will appear.  This will set up for the billing processing for any item not set up with a rate code:

Billing Yr/Month:                Enter the Year - Month billing period for which this record is being processed;

Product Billing Code:        Choose the Product Billing Code. The default for the code will be displayed (see below);

Base Fee for Product:        Enter the cost for document (does not apply if Mass Matrix is set up).

Remember for the Prelien Detail items using Mass Price Matrixes you must process them for the billing period in the Post Mass Items to A/R Details screen.



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