General Billing Guides

Would like a copy of the guides available for General Billing. 

• General Billing
• Guides

An overview of the functionality offered by the General Billing Module is needed. 

The standard General Billing Procedures document is available here: General Billing Procedures 2024

Basic, intermediate, and advanced General Billing have also been covered at Tyler Connect over the years. The accompanying documentation for the most recent of those sessions can be found here: General Practices for General Billing - Connect 2024

The following additional master articles are also available and contain information pertinent to General Billing: 

• General Revenues:
  • Payment Processing: 
    • Master Article - Payment Entry
    • Master Article - Payments Journal
    • Master Article - Bill Inquiry
    • Master Article - Bill Refund Processing
    • Master Article - Process Lockbox File
    • Master Article - Transfer of Overpayments
    • Master Article - Miscellaneous Cash Payments Import
    • Master Article - Web Payments Import
  • Accounts Receivable:
    • Setup:
      • Master Article - Charge Codes
      • Master Article - Customers
      • Master Article - Customer Merge
    • Inquiries and Reports: 
      • Master Article - Detail Receivables by Date or Register Report
  • General Billing: 
    • Setup:
      • Master Article - General Billing Settings
    • Invoice Processing: 
      • Master Article - Invoice Entry and Proof
      • Master Article - General Billing Recurring Invoices
      • Master Article - Adjust Invoices
      • Master Article - General Billing Print Invoices
      • Master Article - General Billing Invoice Import
    • Collection Processing: 
      • Master Article - General Billing Assess Late Fees
      • Master Article - General Billing Apply Deposits
      • Master Article - General Billing Print Statements
      • Master Article - General Billing Transfer to Tax