What is an HOA dues statement?
An HOA dues invoice or owner statement shows what an owner has been charged, what they’ve paid, and what they owe. Associations send them for regular assessments, special assessments, fees, and fines.
A statement with a running balance answers most billing questions on its own, because owners can see exactly how their balance was reached.
What to include
- Association name and contact details
- Owner name, property, and account number
- Statement number, date, and due date
- Each charge and payment with dates
- A running balance and total due
- How to pay
Template preview
Fill in the [highlighted] fields| Bill to | Statement # | [number] | ||
| [Owner name] | Statement date | [date] | ||
| [Property address] | Due date | [date] | ||
| [City, State ZIP] | Account # | [number] | ||
| Date | Description | Charges | Payments | Balance |
|---|---|---|---|---|
| [01/01/2026] | Previous balance | $0 | $0 | $0 |
| [01/01/2026] | Quarterly assessment, Q1 2026 | $325 | $0 | $325 |
| [01/15/2026] | Payment received, thank you | $0 | $325 | $0 |
| [04/01/2026] | Quarterly assessment, Q2 2026 | $325 | $0 | $325 |
| [04/16/2026] | Late fee | $25 | $0 | $350 |
| Total amount due | $675 | $325 | $350 |
Tips for using this template
Send statements on the same day each period so owners know when to expect them.
Include recent payments as well as charges to avoid confusion.
Statement numbers make it easy to match payments.
Frequently asked questions
What is the difference between an HOA invoice and a statement?
An invoice bills a specific charge. A statement summarizes an account over time, with all charges, payments, and the running balance.
How often should HOAs send statements?
Usually with each billing cycle, monthly or quarterly, and whenever an account is past due.
Can owners pay online?
With Perfect HOA®, owners can pay invoices online by card or ACH, or you can keep accepting checks.