Statements can be generated on an Ad-Hoc basis whenever necessary, up to a billing date of your choice. You can generate statements for an entire network or individual properties.
You can manage statement generation from the statements section of Mabdeck.
Before you Begin
Ensure that your accounts have been moved into properties, and meter readings added to the properties for the start and end date of the billing period.
Ensure that any statement templates which need to be added are in Mabdeck. For more information on templates, check out our help article!
Ensure your billing profile for the network is completed. We have a really useful article on how to do this too.
Generating a Statement
Click the statements tab on the left of the screen, and click on the Generate Statement icon.
Select the client and network that you would like to generate the statement for. You can select multiple networks if you need to.
Select the properties for which you would like to generate a statement. You can select all properties by clicking the checkbox at the top of the list. To generate a statement for individual properties, select the checkbox next to each property that you would like to generate a statement for.
You'll also need to select a billing date. This will be the date up to which you would like to bill usage on a property, i.e. the end of the consumption period you would like to charge for. If the property has previously been billed, the billing from date will automatically follow on from the date the property was last billed so that the billing is contiguous. If the property has never been billed, the billing from date will be the move in date on the initial tenant account.
Click generate to generate the statements. Statements will generate into the billing runs section for you to review and approve/publish/download.
Once your statements have generated, you can review them before they are sent out to the residents.
You will now need to manage your bill run. Here are some useful articles to guide you through the next steps;
- Managing your Billing Run
- Approving & Rejecting Statements from Statement Review
- Publishing and Downloading Statements from Statement Review