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Payment Settings

Payment methods, billing, and financial settings

Articles

The Collections list with active cases, filter chips for each stage and a table of accounts, balances and current stage
Payment Settings

Writing a Collections Policy for Your HOA

Decide in advance how you handle late payments, so every owner is treated the same and the board is protected.

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The resident portal Autopay tab explaining how autopay works with a Set up autopay button for a monthly assessment
Payment Settings

Setting Up Autopay for Your Community

Turn on autopay, understand what owners see and when they are charged, and know what happens if a payment fails.

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The Payment Settings page showing an active Stripe connection, the enable online payment processing switch, and accepted card and ACH payment methods
Payment Settings

Stripe Balance and Payouts: Where the Money Goes

Understand how owner payments reach your bank, who pays the fee, and how to read the Balance & Payouts widget.

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The Payment History card at the bottom of an invoice with an Add Manual Payment button and a Stripe card payment listed
Payment SettingsAccounting & Bookkeeping

Recording Payments, Credits and Adjustments

Record a check or cash payment, cancel an invoice, add a credit or fee waiver, and understand what each does to the unit balance.

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The Delinquency Report with summary tiles and a table of owners with current, 30, 60 and 90 plus day balances and total due
ReportsPayment Settings

Using the Delinquency Report

See every unit that is past due, aged by 30, 60 and 90+ days, so you know where to focus.

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The Collections page with summary tiles, stage filters and a list of delinquent accounts with balance, days past due, stage and last action
Payment SettingsAccounting & Bookkeeping

Tracking Delinquent Accounts with Collections Cases

See every delinquent account in one place, follow it through each stage, and keep a timeline of every action.

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The Create Payment Plan form with unit, total amount, down payment, number of installments, frequency and first installment date
Payment Settings

Setting Up Payment Plans

Split an overdue balance into installments for a unit, and track progress and missed payments.

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The Statement of Account dialog with balance as of date, transaction history, prepared for, fees due at closing, options and a note field
Payment SettingsUnit Management

Statements of Account

Generate the official account statement that brokers, title and escrow companies ask for when a unit is sold or refinanced.

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The Payment Settings page showing an active Stripe connection, the enable online payment processing switch, and accepted card and ACH payment methods
Payment SettingsGetting Started

Accepting Online Payments with Stripe

Let owners pay invoices by card or bank transfer straight into your association's own Stripe account, and choose who covers the processing fee.

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