Invoicing. Charges may be sent to an invoice from several different screens
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- Jemimah Wheeler
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1 Title Insurance Premiums screen: Invoicing Charges may be sent to an invoice from several different screens 1. Expand the Owner's Policy Premium (and/or Loan Policy Premium) More/Less Bar, select the appropriate Invoice from the dropdown box to send the premium to the Invoice. NOTE: This feature can be setup in the rate table so that the Invoice number auto-populates Invoicing Page 1 of 6 11/21/2016
2 Endorsements Screen: 1. In the Invoice field, click the dropdown and select the appropriate Invoice number. NOTE: This feature can be setup in the rate table so that the Invoice number auto-populates Additional Title Charges Screen: 1. Click the to add a line. 2. Enter the Description of the charge 3. Enter the amount of the Charge 4. Click the dropdown and select the HUD-1 Line to send the charge 5. Click the dropdown and select the Invoice number to send the charge NOTE: This is not selecting the line on the Invoice, it is the actual Invoice number (i.e. 1 st Invoice, 2d Invoice, etc.) Invoicing Page 2 of 6 11/21/2016
3 Title Charges Screen: 1. Highlight the appropriate line, expand the Payee More/Less bar 2. Click in the Invoice # field, a dropdown will appear, click the dropdown arrow and select Invoice to send the charge. NOTE: If this payment is a charge combination to Buyer and Seller, and only the Buyer s charges need to be sent to the Invoice, split the charge first. Then, select the Invoice on that portion only. If the Code remains the same, the system will create one check for the total charge. Invoicing Page 3 of 6 11/21/2016
4 Invoice Screen: 1. The first Invoice is defaulted, additional invoices can be added by using the 2. Invoice number can be auto-populated via a formula in the template 3. Status: Defaults to Pending. Marking an Invoice as Sent will lock the Sales Price and Loan Amount 4. Invoice date: Defaults to the current day, but can be changed by clicking the dropdown to access a calendar or by manually typing in the date 5. Days payment due in: Enter a period to calculate the payment due date from the Invoice date 6. Due date: Auto-populates with the Invoice date or Invoice date plus additional days (above). User can also adjust by clicking the dropdown to access a calendar or manually type the date Invoicing Page 4 of 6 11/21/2016
5 7. Bill to: Click the dropdown to access the Order Contacts list, select the party being billed 8. Contact: Invoice can be addressed to the contact person if entered in the People section of the Order Contact 9. Remit to: Click the dropdown to access the Order contacts list, select the party payment should be sent to (typically Settlement Agent, Escrow Company or Title Company). 10. Contact: Payment can be addressed to the contact person if entered in the People section of the Order Contact 11. Print to Invoice Checkbox: checked by default, any item checked will print on the Invoice. 12. Bill Code: Click in the field to access the dropdown for the Bill code listing (if appropriate). 13. Description: Will auto-populate from the charges entered in the various screens. NOTE: A user can enter charges directly on the lines if needed, however these charges will not be reflected on the HUD. 14. Amount: Will auto-populate from the charges entered in the various screens. 15. Invoice Message: Can be added in the template to auto-populate to all invoices and/or a user can enter a message manually. 16. Invoice Payments: Click on the More/Less bar. Single click to open the Payments bar. The current date will auto-populate the Date Pad field but can be changed if needed. Enter a Payment Description, Reference Number (if appropriate, i.e. check number) and Payment Amount. Invoicing Page 5 of 6 11/21/2016
6 17. Notes: Click on the More/Less bar. Then click the to add a note. Date, time and user ID will auto-populate. NOTE: A charge cannot be sent to more than one invoice. If an invoice is sent and changes need to be made, publish a copy of the original invoice to preserve what was sent then make the appropriate changes for the revised invoice. The number can be changed (i.e. add a version suffix to the number) to identify the updated invoice. Multiple Invoices can only be used for different charges. Invoicing Page 6 of 6 11/21/2016
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