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AR invoice or statement creation in TOPS [ONE] accounts receivable

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TOPS [ONE] Version 3.1.3.3, Revision 0, last updated 05-23-2017

The following steps will walk you through generating statements for your association. These statements are generated in a PDF document.

Step-by-Step

  • Click AR Accounts Receivable and select AR Invoices & Statements.
  • Click Actions and select Billing Statements.
  • Under POST DATE fill in the date you want to post this billing statement to the owners’ accounts.
  • Under Settings fill in the fields that are applicable.
    • Statement Template – The Statement Template is the template that you want to use for this statement.
    • Start Date – The start date will determine when the billing statement will start pulling its activity from.
    • End Date – The end date will determine when the billing statement will stop pulling transaction.
    • Due Date – The due date is the date that the owner must pay by.
    • Message – This field will be pulled onto the statement template.
    • Include Future Charges – Include future charges will pull an additional charge of your choosing on the billing statement.
      • Future Charge Description – The future charge description field will be pulled onto the statement template right below the future code.
      • Select Assessments and Special Assessment Codes – Select the future charges you want to show on the statement.
    • At the top right of the webpage click Save.
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