Product Code Entry / Update in Lien Writer® Pro

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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).

But, to bill you must create codes from the Main Menu / Accounting / Product Code Entry Update option:

Product ID:                        Enter a code number for the product, any alphanumeric character set.  It must be unique for every code;

Product:                        Enter a name description for the product.  The name should be descriptive and should be unique;

Amount:                        Enter the base charge for the service.  This can be modified in the mass price matrix section;

Default for Code?:                Check this box if this is to be the DEFAULT for the particular code type (Preliminary Notice, Lien Claim, etc.);

Mass Printing Product?:        Check this box if this is to be a Mass Printing product for the particular code type and used with a corresponding Mass                                        Price Matrix;

Preliminary Notice:                Designate this code as a preliminary notice type code;

Commencement Notice:        Designate this code as a commencement notice type code;

Waiver and Release:        Designate this code as a waiver and release type code;

Lien Warning Notice:        Designate this code as a lien warning notice type code;

Lien Claim:                        Designate this code as a lien/bond claim type code;

Lien Extension:                Designate this code as a lien extension type code;

Lien Release:                Designate this code as a lien release type code;

Retraction Notice:                Designate this code as a retraction notice type code;

Joint Check Agreement:        Designate this code as a joint check agreement type code;

Promissory Note:                Designate this code as a promissory note type code;

Escrow Agreement:                Designate this code as a escrow agreement type code;

Job Info Request:                Designate this code as a job info request type code;

Material Paid Stock:                Designate this code as a material stock type code;

Labor Release:                Designate this code as a labor release type code;

Personal Service:                Designate this code as a personal service type code;

Notarize:                        Designate this code as a notarize service type code;

Preliminary Info:                Designate this code as a preliminary info type code;

Escrow Claim:                Designate this code as a escrow claim type code;

Sworn Statement:                Designate this code as a sworn statement type code;

Setup:                                Designate this code as a setup type code.

       

Once the code is set up, billing will be automatic.



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