<h1>Update or Add Billing Information For Homeowners</h1>
<p>To add or update billing information for a homeowner account, take the following steps. Adding billing information to a homeowner allows you to pay with that billing information or set the homeowner up on auto-pay.</p>
<ol>
<li>First, log into the management software.</li>
<li>Search for an owner or unit and click on the name. This will take you to the main page for that unit or homeowner.</li>
<li>At the top of the unit or owner page, you will see a button called “payment methods.' On this page, you will see a button at the top right called “Add payment methods.” This is where you would add a payment method.</li>
<li>IF you have payment methods already saved, you will see those on this “payment methods” page and edit them by clicking on the edit link associated with that payment method.</li>
</ol>

UPDATE OR ADD BILLING INFORMATION FOR HOMEOWNERS

To add or update billing information for a homeowner account, take the following steps. Adding billing information to a homeowner allows you to pay with that billing information or set the homeowner up on auto-pay.

 1. First, log into the management software.
 2. Search for an owner or unit and click on the name. This will take you to the main page for that unit or homeowner.
 3. At the top of the unit or owner page, you will see a button called “payment methods.' On this page, you will see a button at the top right called “Add payment methods.” This is where you would add a payment method.
 4. IF you have payment methods already saved, you will see those on this “payment methods” page and edit them by clicking on the edit link associated with that payment method.

Update or Add Billing Information For Homeowners

How to Mass Print Invoices

How to Issue a Credit or Debit Card Refund

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

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