Link A Landowner Bill To Its Agreement

When Finance bills a landowner by hand, it can say which access agreement the bill pays, so Trailhead counts it and does not bill that payment again.

Track

Owner Access Balances

Phase

Financial settlement

Starts with

New landowner bill

Ends with

Bill linked to its agreement

The situation

Finance creates a bill for a landowner in SettleWise before Trailhead's automatic bill, or for an owner who has several agreements.

Finance starts a new bill and chooses a landowner as the vendor.

AccountsSystem

1
Finance opens New Bill and chooses the landowner as the vendor.
Accounts
The landowner access account, ACCES FOR FISHING, fills in on its own.
2
Finance adds the access agreement the bill pays.
Accounts
Each agreement shows how much of its season amount is already billed or paid this season.
3
Finance leaves the agreement empty when the bill is not for an access.
Accounts
Horse rides, boat rental, or other services for the same landowner stay unlinked.
4
Finance creates the bill and SettleWise confirms its number, amount, and the access it pays.
Accounts
5
Trailhead counts the linked bill against that agreement's season amount.
System
This is the key moment: the next automatic season bill only charges what is still owed, so the landowner is not billed twice.

Accounts

Creates the bill and chooses the agreement it pays.

System

Counts linked bills before creating any season bill.

Accounts

The agreement choice in New Bill with this season's billed or paid amount

Why: Bill a landowner once, against the right agreement.

A landowner bill linked to an agreement counts for that agreement's season; a bill for anything else stays unlinked.