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Set Up Dues & Payment Notifications [HOA]

Notify your owners when charges for association dues are posted and send them payment receipts.

Samuel avatar
Written by Samuel
Updated over 11 months ago

Overview

If you want to notify your Owners when Association Dues are due, when a payment has been made, or when payments are overdue, then you'll want to turn on Dues & Payment Notifications. These can be configured at the company-level where these settings will apply to all of your Associations. You can also set these up as association-specific notification settings, which will override the company-level settings.

The Steps

  1. To set up dues & payment notifications, click Settings on the main menu and then click Dues & Payment Notifications under the Associations section.

  2. In the Dues & Payment Notifications window, set the following options:

    • Dues Reminders

      • Send a notification to remind the owners about upcoming dues - here you can set a specific number of days before dues are due to notify the tenants

      • Do not send a notification if the owner has already paid

    • Dues Overdue

      • Send recurring notifications to remind the owners about overdue dues

      • Set the number of days after dues have not been paid to notify owners

      • Set the frequency at which these notifications will be sent

    • Dues Posted

      • Post charges to the account before the due date - here you can post charges several days in advance of when a payment will be due

      • Send a notification to the owners when dues are posted

      • Include an account statement PDF in the email [details]

      • Include an invoice to the email [details]

    • Payment Received

      • Send a notification to the owners when they make an online payment

      • Send a notification to DoorLoop users when a owner makes an online payment - here you can specify which of your users on your account will receive payment received notifications

    • Payment Returned

      • Send a notification to the owner when an online payment is returned

      • Send a notification to DoorLoop users when an online payment is returned - here you can specify which of your users on your account will receive payment return notifications

    • Text Messages

      • Turn on or off whether to send text notifications to your owners. The default is set to off.

  3. When you are finished making your selections, click Save.

Note: You will need to set this up before the association dues charge starts posting. Notifications are also based on the dues date set.

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