Retrospective Billing
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This activity allows you to bill the customer retrospectively, either period wise or date wise. The customer is billed retrospectively either a flat amount on the billed amount or some percentage on the billed amount. For the differential amount, either a Debit note or a Credit note is generated.
Select the “Retrospective Billing” activity under the “Leasing” business component.
The “Retrospective Billing” page appears.
- Clicking this icon available near certain fields takes you to the help
page of the respective field.
Enter the following in the “Filter Criteria” group box:
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Scheme Code |
The code identifying the scheme related to the customer for whom the retrospective billing has to be done. |
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Press <Enter> key. |
The system displays the following:
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Scheme Name |
The name of the scheme. |
Enter the following in the “Filter Criteria” group box:
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Lease No |
The number identifying the lease of the customer for which the retrospective billing has to be done. |
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Press <Enter> key. |
The system displays the following:
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Customer Code |
The code identifying the customer who has taken the property on lease. |
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Customer Name |
The name of the customer. |
Enter the following in the “Filter Criteria” group box:
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Year |
Use the drop-down list box to specify the year for which retrospective billing has to be done. |
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Frequency |
Use the drop-down list box to specify the frequency of billing. The combo is loaded with options “Bi-Monthly”,, ”Half yearly”, ”Monthly”, ”Quarterly” and “Yearly”. |
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Period From |
Use the drop-down list box to specify the period date range for which retrospective billing has to be done. The combo is loaded with options based on the frequency selected. |
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Period To |
Use the drop-down list box to specify the period date range for which retrospective billing has to be done. The combo is loaded with options based on the frequency selected. |
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Date From |
The date from which the retrospective billing is to be done. |
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Date To |
The date until which the retrospective billing is to be done. |
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Reference Invoice No |
The reference invoice number by which the details are to be fetched for billing. |
Note: On every invoice generation of the Lease for a period –property combination, a reference invoice number gets generated. This is the invoice number which will be communicated to the customer
Enter the following in the “Default Entries” group box:
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Due Date |
The due date for the bill payment. |
Click the “Get Details” button to retrieve the bill details in the multiline.
The system displays the following in the “Bill Details” multiline:
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Code |
The code identifying the component. |
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Description |
The description of the component. |
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Reference Scheme Code |
The code identifying the reference scheme of the scheme code entered in the header. |
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Property No |
The number identifying the property for which the retrospective billing is to be done. |
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Floor |
The floor in which the property exists. |
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Block |
The block to which the property belongs. |
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Tower |
The tower to which the property belongs. |
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Period |
The period of billing. |
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Bill Date |
The date of the bill that was generated for the period |
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Billed Amount |
The bill amount that has to be paid by the customer and on which the retrospective billing is to be done. |
Enter the following in the “Bill Details” multiline:
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Revision (%) |
The percentage of revision on the bill amount. Example: Old rate is 50, Revision % is 20, then New Rate = (100+20)% * old rate |
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Revision Rate |
The revision rate on the bill amount. Example: Old Rate is 50, Revision Rate is 55, then New Rate = 55 |
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Due Date |
The due date for the payment of revised amount. |
Click the “Compute” button to compute the revised amount and difference amount.
The system displays the following in the “Bill Details” multiline:
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Revised Amount |
The revised bill amount. Revised Amount = New Rate * Area
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Difference |
The difference between the Billed Amount and Revised Amount. |
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Reference Invoice No |
The number identifying the reference invoice of the bill generated. |
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Data hyperlink available launches the “Reference Invoice No Details” page. |
The system displays the following in the “Bill Details” multiline:
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Total |
Sum of the difference amount |
Click the “Save Details” button to generate a debit / credit note for the customer for the total difference amount.
