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HOA Accounting Software - How do I Register my HOA’s Vendors to Receive Payments Electronically?
HOA Accounting Software - How do I Register my HOA’s Vendors to Receive Payments Electronically?

To start paying your HOA’s Vendors Electronically with the Accounting Software, Vendors must register their Bank Accounts first.

Updated over a week ago

After you Add your Vendor(s) the Expense Section of the Accounting Software, Vendors can Register to receive payments from your HOA electronically. Here’s a description of how that process takes place:


Step One: Send your Vendor an Invite

After you have added your vendor(s), you can start paying their invoices electronically through the Expense Section of the Accounting Software if the Vendor register their Account to receive payments from HOA Messenger. To get your Vendor(s) registered to receive online payments, start by selecting the “Send Invite” button next to the vendor you wish to invite. Once selected, the invite will be sent to the email address you have entered for the vendor & a confirmation notice will show up in green at the top of the page. If you need to change the email on file, click on “Edit”.


Step Two: Vendor Opens Email and Clicks “Connect Your Bank Account”

After you send your Vendor(s) an invite, they will receive an email like the one pictured below 👇. To register their bank to receive electronic payments from your HOA, they will get started by clicking on “Connect Your Bank Account”.


Step Three: Vendor(s) Enter Mobile Number & Email

After clicking on “Connect your Bank Account” on the invite email, your Vendor(s) will be asked to confirm their mobile number and their email. HOA Messenger partners with Stripe to help facilitate payments. Stripe is used by thousands of companies to facilitate payments, including Lyft, Zoom, and Shopify.


Step Four: Confirm Mobile Number

The next step will ask your vendor to verify their phone number to make sure the information they have provided is legitimate.


Step Five: Confirm Business Type & Information

Your Vendor will then be asked to confirm their business type. Most of the time the type of business will be an individual or a company.

What if my vendor is an individual?

If your vendor is an individual person and not an incorporated company, they will need to select “Individual”.

Individuals will be asked to provide some of their personal details, including their Social Social Number. We understand this is very sensitive information and HOA Messenger does not store any of this information; it is processed through Stripe. Stripe uses AES-256 Encryption to protect user information and Stripe’s infrastructure for storing, decrypting, and transmitting runs in a separate hosting environment.

What if my vendor is an incorporated company?

If your Vendor’s business is an incorporated company, your Vendor will need to confirm the type of company they are incorporated as.

If your vendor is an incorporated company, they will be asked to input their Business Details, including their legal business name, website or description, EIN, and whether or not they are doing business as (DBA) a name different from their legal name.


Step Six: Vendor Enters bank info for the bank where they wish to receive payments at

Your Vendors will be asked to enter the banking info for the bank they want to receive funds from your HOA at. We understand this is very sensitive information and HOA Messenger does not store any of this information; it is processed through Stripe. Stripe uses AES-256 Encryption to protect user information and Stripe’s infrastructure for storing, decrypting, and transmitting runs in a separate hosting environment.


Step Seven: You’re Done!

After your vendor confirms their online payment information, your Vendor / Payee screen will indicate that vendor is eligible to receive online payments with a green check mark and the comment “ACH is Enabled.


Paying Electronically is just one method of payment, if you want to use the Accounting Software to pay your vendors using traditional checks, that’s okay too. Learn more about issuing paper checks Here.

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