Summary: This article will provide best practices regarding the Coupons Breakout, when setting up assessments.
The drop-down menu for Billing Format provides the following options:
Statements - This option will generate Statements.
Coupons - This option will generate Coupons but will allow you to generate Statements as well.
Coupons (Breakout 1-4) - You can use these options when you want to include multiple charges on the same coupon. The Breakout options provide the amount of each charge that makes up the total. An example would be if there are three charges totaling $350 that you want all on the same coupon. Set up the three assessments with the following Billing Format:
- Pet Fee $100 - Coupons (Breakout 1)
- Pool Fee $150 - Coupons (Breakout 2)
- Storage Fee $100 - Coupons (Breakout 3)
All three charges will be individual line items on the coupon, but the total charge on the coupon will be $350.
Coupons Combined - This option allows for multiple charges on the same coupon as well. The difference with this option is that each charge is not broken out. It only provides the total charge amount.
Coupon Breakouts for SouthData Clients- When using South Data, you will need to enter the Coupon Product Code on this screen only if you are using Coupons. If you are using Statements the Coupon Product Code needs to be entered in the Interfaces section of the Association Settings. Coupon breakouts must also be configured in SouthData.