Rental Billing

Starting with Goldenseal accounting software version 4.4, the Rental Billing command creates Rental Transactions, but it doesn't create Billing Records. Billing Statements do a better job of handling the billing process, so it no longer makes sense to use Billing Records for rentals, at all.

Suggested By

Turtlesoft support staff.

How to Use

To do a rental billing, follow these steps:

  1. When you are ready to bill your tenants, choose Billing from the Bank menu, and choose Rentals from the submenu.
  2. Goldenseal will show you a list of all tenants with active leases.
  3. Put a check next to each tenant you'd like to bill, then click the Create Bills button.
  4. Goldenseal will create a Rental Transaction for the current rental period, for each tenant.

If you'd like to give tenants a statement summarizing all items, follow these steps:

  1. Choose Billing Statements from the Bank menu.
  2. Click the New button.
  3. Enter a tenant into the Customer clairvoyant field.
  4. Goldenseal will fill in a summary of all payments and unpaid items, during the time period.

Technical Details

In Billing Records, we no longer include the option to do a breakdown by Rentals. Use a Billing Statement instead of a Billing Record, since they are better designed for this function.

NOTE-- In version 4.4, you can still access Rental breakdowns in Billing Records, if you hold down a modifier key when you switch the Account Class to Lease. However, we plan to remove Rental breakdowns completely in a future update.