<h1>How to Issue a Credit or Debit Card Refund</h1>
<p>This article will explain how to issue a refund to an owner in an HOA.</p>
<p>Why issue a refund to an owner?</p>
<p>This may be due to the owner moving out of the neighborhood and he did not notify the board or the manager of the HOA with enough time and the EasyHOA software billed his billing account for his monthly, quarterly, bi-annually, or annual due.</p>
<p>&nbsp;</p>
<p>Watch this video to see how to issue the refund</p>
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<p><iframe allowfullscreen="allowfullscreen" height="408" width="727" src="https://www.youtube.com/embed/dAChLWALD8s" title="undefined"></iframe></p>
<p>Note: The EasyHOA software does not have a button that you can click on to issue a refund on a payment that you have posted in the EasyHOA software as a “check” payment. Check payments that have been cashed and cleared in your bank and are now showing up in whatever accounting environment you use(i.e Quickbooks) are handled differently than the way a credit/debit card refund would occur.</p>

HOW TO ISSUE A CREDIT OR DEBIT CARD REFUND

This article will explain how to issue a refund to an owner in an HOA.

Why issue a refund to an owner?

This may be due to the owner moving out of the neighborhood and he did not notify the board or the manager of the HOA with enough time and the EasyHOA software billed his billing account for his monthly, quarterly, bi-annually, or annual due.

 

Watch this video to see how to issue the refund



Note: The EasyHOA software does not have a button that you can click on to issue a refund on a payment that you have posted in the EasyHOA software as a “check” payment. Check payments that have been cashed and cleared in your bank and are now showing up in whatever accounting environment you use(i.e Quickbooks) are handled differently than the way a credit/debit card refund would occur.

How to Issue a Credit or Debit Card Refund

How to Mass Print Invoices

Understanding The Different Kinds of Dues and How They Work

How to Change the Due Date of an Invoice

How to Delete a Payment

How to Print Invoices

Setting up Due Invoices to be sent automatically

How To Send An Invoice Reminder via Email

Deleting an Invoice

Record a Payment (Cash, Check, Paypal, Zelle, etc.)

How to make a payment on a past due balance

Update or Add Billing Information For Homeowners

As a manager or board member, can i edit the date of a payment that has already been posted?

Can I hide a billing line item under the billing history section of a unit?

Can we update our billing period to 5 days, so the notice that goes out isn’t so far in advance?

How can i delete or edit a payment?

How can I edit an owner Invoice or payment?

How can i print all of my invoices all at one time?

How can i setup my owners to be billed for their dues?

How do I change the Due Date of an Invoice?

How do I change the due date of an upcoming invoice for an owner?

How do I edit an invoice for a unit?

How do i print an invoice for an owner?

How do I send an invoice manually to one or more owners?

How do i setup invoices to be sent automatically?

I want to change the look of the invoices or add things to them and not just notes, how do I do that?

If I archive a billing history line item in the software will it also archive it on the owner profile?

If we are setup to generate invoices 30 days in advance, do dues that have a jan 31 due date get sent out Jan 1 or 2 ( because of 31 days in jan.).

We are looking at changing our Dues payment options. We currently charge the Assessment at the beginning of each year, and members pay once per Year. We are considering changing to a monthly cadence, can we do that?

Billing/Invoicing