Admin How-to Articles
Step-by-step instructions for common tasks
By Natalie and 9 others10 authors202 articles
- 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 Charge Members a Convenience and Service Fee
- 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 Import Payments
- 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
- 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 can I identify, resolve, and prevent duplicate transactions in PayHOA?
- How can I link payments to deposits and resolve related issues in PayHOA?
- 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?
- How to Transfer Funds To and From Financial Accounts
- How to Send ACH Payments to Vendors
- How to Enable a Vendor for ACH Payments
- How to Electronically Refund Homeowner Payments
- How to Issue a Spend Card
- How to Manage Spend Cards
- How to Dispute Spend Card Transactions
- How to Freeze or Cancel a Spend Card
- How to Customize Your Financial Account Notifications
- How to Complete Your KYC
- PayHOA Financial Account: FAQ