Setting up Due Invoices to be sent automatically

When you first import your data into the Easy HOA software there are fields in the CSV file(the imported file) that allow you to import how much each owner will pay each for their dues and when those dues are actually due(i.e monthly, quarterly, semi annually, or annually). Based on that information, the Easy HOA will automatically trigger an invoice with the amount and due date 10 days before the due is due. The owner will then get an email notification telling them what their balance is and how many outstanding(unpaid) items are on their account and it will give them a specific date of when that balance needs to be paid by. The content of email that the owner receives can be edited in your main menu under Templates>Dues Invoice Reminder.

Note: 10 days is the hard coded default setting for this invoice and notification. If you need to change this setting, please contact our support team and they can change it for you moving forward for upcoming billing events.

Note 2: If you have owners that need to be invoiced for more than just their standard HOA due, you can add extra reoccurring dues that have their own custom due date, amount, interval, start date, and end date.

For more information on how to setup your invoices and how the settings work for automatic billing in your HOA, watch this video :)