Skip to main content
Back to help

Usually takes 8 minutes

Create dues and assessments

Create the charges homeowners need to pay and track which ones are still open.

Before you start

Add homeowners first. Then choose the month, amount, fund type, and due date for the assessment batch.

Plain English example

If each homeowner owes $150 for May dues, choose May, enter 150.00, pick the operating fund, and choose the due date.

Words used in this guide

Assessment

A charge the HOA asks homeowners to pay, such as monthly dues or a special one-time charge.