<h1>Understanding Credits on a Unit</h1>
<p>There are a few different ways that a unit can/should have a credit on it. The most common way that a unit will have a credit will be when an owner makes a payment when there is nothing due on their account. The other way that a unit would have a credit on it would be if it was a balance forward from a different accounting and/or management software and you are just getting started with the Easy HOA software.</p>
<p>Ex. Your HOA just switched management software programs and you are now using Easy HOA. If the owner of the unit “paid ahead” you would start that unit with a credit balance so that when the annual, quarterly, or monthly due gets invoiced it will automatically use that credit to pay for the newly invoiced due on the owner's unit.</p>
<p>For more information on how credits work, watch this video:</p>
<p><iframe allowfullscreen="allowfullscreen" height="408" width="727" src="https://www.youtube.com/embed/0wW0qP1wEDg" title="undefined"></iframe></p>

UNDERSTANDING CREDITS ON A UNIT

There are a few different ways that a unit can/should have a credit on it. The most common way that a unit will have a credit will be when an owner makes a payment when there is nothing due on their account. The other way that a unit would have a credit on it would be if it was a balance forward from a different accounting and/or management software and you are just getting started with the Easy HOA software.

Ex. Your HOA just switched management software programs and you are now using Easy HOA. If the owner of the unit “paid ahead” you would start that unit with a credit balance so that when the annual, quarterly, or monthly due gets invoiced it will automatically use that credit to pay for the newly invoiced due on the owner's unit.

For more information on how credits work, watch this video:



Understanding Credits on a Unit

How To Add A Special Assessment

Adding a custom field to a unit

Autopay for a unit/owner

Removing an owner from a unit

Make a Payment

Add a Credit - How to add a credit to a unit

How to manually add a new unit

How do I delete an invoice for a unit?

How do I make or post a payment for a unit or homeowner?

How do I make or post a payment on a past due balance?

How do I manually add a new unit into the software?

How do I post a check or cash payment for an owner?

How do I set up an owner or unit on autopay in the software?

If someone is setup on autopay, will it pay all of the invoices that are due?

The Main Units Page of the EasyHOA Software

Understanding How Credits Work On A Unit

What is a custom field? How can i add a custom field to a unit?

Units