The generation of the statement of account (composed of invoice, credit memo, and payment transactions) is done within the applicable period only.
Issue the SOA to unit owners
The Statement of Account (SOA) has two types of issuances:
Paper Billing – Export and print the SOA.
Paperless Billing – Email the SOA.
Steps to Send or Notify Unit Owners:
Access the Generated SOA
Click on the newly generated SOA batch number.
The generated SOA per account will be displayed and grouped by account type via tabs
Select the Bill Type
Click the relevant tab, e.g., On-Site.
View SOA by Type
Hover over the SOA Type button to view e-SOA options:
View All – Displays all SOA documents.
View Paper Billing – Shows SOA documents not enrolled in paperless billing.
View Paperless Billing – Shows SOA documents enrolled in paperless billing.
Take Action on the SOA
Hover over the Action button and select an option:
Export – Exports the generated SOA per selected SOA type in a summary Excel format.
View – Views or exports individual SOA as a PDF per selected SOA type.
Send Email – Sends the SOA via email per selected SOA type.
Sending E-SOA Individually
Select the account that requested to receive an E-SOA.
On the leftmost side, click Send Email.
Important Notes:
Only unit owners with valid email addresses will receive the e-SOA at their registered email addresses.
Once e-SOAs are successfully sent, accounts are marked as sen;t; otherwise, they are marked as unsent.