Admin How-to Articles
Step-by-step instructions for common tasks
By Natalie and 7 others8 authors184 articles
How to log out of your account
PayHOA Security
Account Set Up
KYC Verification: Setting Up Your Association to Accept Payments
Permissions
How to Approve a New Registration
How To Lock Owner Accounts
How To Unlock Owner Accounts
How To Add Renters and Tenants
How to Add Custom Fields to Homeowners
How to Manage User Permissions
How to Delete/Archive Homeowners
How to Edit or Add an Email Address to an Owner
How to Add a Mailing Address That is Different than the Unit Address
How To Send Registration Links
How to View Which Payments are in Deposits
How to Delete an Offline Payment
What is KYC?
How to Record Offline Payments
How Long do Payments Take to be Deposited into the HOA Bank Account
How to "offload" Credit Card Fees
How to Record an Account Credit
How to Edit an Offline Payment
Missing Lockbox Check?
How to Refund Overpayments by Homeowners
How can I resolve and prevent returned or declined payment issues in PayHOA?
How does autopay work in PayHOA, and what are common troubleshooting steps?
How can autopay limits be set, adjusted, and managed effectively in PayHOA?
How to Edit a Recurring Invoice Template
How to Add/Remove Units from a Recurring Invoice Template
How To Remove Late Fees From Invoices
How To Add A Deposit Account Using Routing and Account Numbers
How to Generate Invoices For Homeowners To Pay In Advance
How to Send Automatic Emails When Late Fees Are Added
How to Create Backdated Invoices/Charges
How To Send Automatic Monthly Invoices
How to Attach a PDF Invoice to Emailed Invoices
How To Send Automatic Payment Reminders To Homeowners
How To Send Automatic Past Due Reminder Emails
How To Create a Recurring Invoice
How To Create a One-Time Invoice
How to Use Advanced Filters for Invoices
How To Resend an Invoice via Email
How To Edit a Single Invoice
How to Mail Invoices With or Without a Custom PDF
How To Delete an Invoice
How to Download and Print Invoices
How to Create a Payment Plan from an Existing Invoice
How to Set Up Late Fees on Invoices
ACH or Card Payment Applied to the Wrong Invoice or Unit
How Bank Syncing Works in PayHOA
What is "In PayHOA Balance"?
How to Add New Income and Expense Categories for Transactions
How to Exclude Transactions
How to Add an Association Bank Account Manually
How to Record a Bank Transfer in Transactions
How to Automatically Categorize Transactions with Rules
How to Categorize Transactions
Journal Entry Overview
How to Link An Existing Deposit Account to Pull Transactions into PayHOA
How to Add Transactions Manually
How to Import Transactions From a CSV
How to Split Transactions
How to Link Offline Homeowner Payments to a Deposit Transaction
How to Unlink Offline Payments from a Deposit Transaction
How to Delete a Transaction Entry
Accounting: Linked vs. Non-Linked Bank Account
How To Create A Message Board
How To Adjust Message Board Settings
How To Comment On A Thread On The Message Board
How To Add A Thread to a Message Board
How to Send Automated Phone Calls to Homeowners
How to Send Text Messages
How to manage Architectural Requests
How to manage Maintenance Requests
How to Build a Survey
How to manage General Requests
How To Send Custom Emails To Homeowners
Communication log statuses explained
Creating Custom Violation Statuses
How To Add Private Notes to Violations
How to Leave Comments On A Violation For Homeowners
Violation Email Settings
Violation Message Templates, Header Templates, and Footer Templates
How to Create a Violation Fine
How to Download a PDF and Print a Violation
How to View Violation History
How to Create Violations
How to Add an Association Credit Card as a Liability
How to Manage an Association Credit Card as a liability for Bookkeeping
Moving Income to a Prior Year
Moving Income to a Future Year
How to E-File 1099s for Your Association
1099-MISC or 1099-NEC....What's the Difference?
Outside Revenue (Accrual Basis)
What is an Uncategorized Account Credit?
How to set up your initial Reserve Funds Balance
How to Increase the Balance in your Reserve Fund from a Transfer
Issuing Account Credits for Reimbursements
How to Write-off a Unit Balance to Bad Debt Expense
How to Budget for Transfers
Tax Filing (Form 1120-H) with PayHOA
How can I file HOA taxes through PayHOA, and what is the process?
How to Edit an Unpaid Payable
How to Access the Association Payable Inbox
How to Create a Payable from an Emailed Invoice
How to View Paid Payables
How to Send a Payable Back to Draft Status
How to Delete an Unpaid Payable
What is the Payables Module?
What do the Payable Module's Payment Statuses Mean?
How to update or correct vendor information on payables in PayHOA?