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> Resident Billing Checklist
Resident Billing Checklist
Pre-Billing Preparation
Verify resident information (name, address, contact details)
Confirm lease agreements are signed and up to date
Ensure all move-in fees have been collected
Review and update resident accounts for any changes
Billing Cycle Setup
Determine the billing cycle (monthly, quarterly, etc.)
Generate billing statements for the upcoming cycle
Review charges for accuracy (rent, utilities, amenities)
Apply any discounts or adjustments as necessary
Distribution of Bills
Print or electronically prepare billing statements
Distribute bills to residents via preferred method (mail, email, portal)
Confirm delivery of bills to all residents
Address any bounced or undelivered statements
Payment Processing
Set up payment methods (online, check, automatic debit)
Monitor incoming payments and update resident accounts
Send reminders for overdue payments
Document payment plans or arrangements with residents
Finalizing the Billing Cycle
Reconcile resident accounts at the end of the billing cycle
Prepare financial reports for review
Address any discrepancies or disputes with residents
Archive billing records for compliance and future reference
Post-Billing Review
Analyze payment trends and identify any issues
Gather feedback from residents regarding the billing process
Implement any necessary changes for future billing cycles
Train staff on updates to the billing process, if applicable
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