Centralized Billing : Unit Owner Update

If arrears are found while navigating the Lot Inventory, please complete the steps below to temporarily clear the arrears from the current account:

Transfer Arrears

1. The arrears must be transferred from the current homeowner to the new homeowner, as agreed and confirmed by both parties.

2.  Create a ticket addressed to Globalland Billing & Collection.

   1. • Globalland Billing & Collection will generate the necessary adjustments.

      • The arrears will be temporarily removed.

      • This will be transferred to the new unit owner after the lot inventory update.

3. Once account balance has been updated, navigate the lot inventory again.

   1. • Check again the account summary tab in the lot inventory page.

        • • The new account balance is now zero (0.00)

      • Don't close the lot inventory page. Proceed on the next step below.

Update the Lot Inventory

1. On the LI page:

   1. • Click "Change Unit Owner" button and select the owner from the list.

        1. • • A modal will be displayed containing a list of existing customers.
             • If not yet created, follow the instructions in the unit owner creation or update.

           • Ensure the unit owner has been encoded accurately.

           • Fill out all required fields with the new owner's information.

           • Click Update to apply the changes.

Transfer Arrears to the New Owner

1. Transfer the previous owner's arrears to the new owner.

2.  With the same ticket number, advise Globalland Billing & Collection to transfer the arrears to the new unit owner.

   1. • Globalland Billing & Collection will generate the necessary adjustments.

      • The arrears will now be added via invoice-debit memo.

3. The new amount will be added to the new owner's balance.

Final Confirmation

1. The lot inventory and account balances have been successfully updated.

If arrears are found while navigating the Lot Inventory, please complete the steps below to temporarily clear the arrears from the current account:

Transfer Advance Payment

1. The advance payment must be transferred from the current homeowner to the new homeowner, as agreed and confirmed by both parties.

2.  Create a ticket addressed to Globalland Billing & Collection.

   1. • Globalland Billing & Collection will generate the necessary adjustments.

      • The  advance payment will be temporarily removed.

      • This will be transferred to the new unit owner after the lot inventory update.

3. Once account balance has been updated, navigate the lot inventory again.

   1. • Check again the account summary tab in the lot inventory page.

        • • The new account balance is now zero (0.00)

      • Don't close the lot inventory page. Proceed on the next step below.

Update the Lot Inventory

1. On the LI page:

   1. • Click "Change Unit Owner" button and select the new owner from the list.

        1. 1. • A modal will be displayed containing a list of existing customers.

              • If not yet created, follow the instructions in the unit owner creation or update

      • Ensure the unit owner has been encoded accurately.

      • Fill out all required fields with the new owner's information.

      • Click Update to apply the changes.

Transfer Advance Payment to the New Owner

1. Transfer the previous owner's arrears to the new owner.

2.  With the same ticket number, advise Globalland Billing & Collection to transfer the advance payment to the new unit owner.

   1. • Globalland Billing & Collection will generate the necessary adjustments.

      • The advance payment will now be added via credit memo.

3. The new amount will be added to the new owner's balance.

Final Confirmation

1. The lot inventory and account balances have been successfully updated.