This article will give you step by step on how to link offline homeowner payments to deposit transactions. When a deposit is put into PayHOA, you have the option to link the homeowner/s payments to the deposit they correlate with for easier reconciling/accounting. Keep in mind, you will only be able to do this for payments made to the association via check, cash, or another manual method. PayHOA deposits and PayHOA Lockbox Deposits are automatically linked.

Step 1: Go to your transactions tab and find the deposit you wish to link payments to.

Step 2: Click on the words in the description column of the deposit you wish to link. This will open up the transaction. At the bottom, in blue, you will see "Link Payments to Transactions", click that.

Step 3:This will open up a screen of a list of homeowner payments that are not currently linked. Note: Only payments which are equal to or smaller than the total deposit amount will show in this list. You cannot link a large payment to a smaller deposit, however, you can link multiple smaller payments to a large deposit.

Step 4: Select the payments that you wish to link to that deposit by clicking the box on the lefthand side of the homeowners name. If the deposit consist of more than one payment, select each payment that belongs with that deposit. Once selected, those payments will move over to the right side of the dialog.

Step 5: "Link Payments" to save changes.