Set up
Choose billing frequency, charge types and payer rules for the community.
account_balance_wallet BILLING & FINANCEFor admins and members
Bring community billing and finances into one clear view.
SocMgt connects bills to units. Admins can configure charges and record payments while members see the dues and history associated with their properties. Expenses and approvals give the committee a clearer picture of money going out.
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Billing workspace
Maintenance bills, balances and expenses
THE WORKFLOW
How it works
Follow the steps from set up through review finances.
Run a cycle
Review eligible units, issue bills and make each member balance available.
Review finances
Follow collections, dues and expenses through the appropriate admin and committee views.
WHAT IT COVERS
Run the billing cycle with fewer loose ends.
Unit-linked records give members and administrators the right context for bills, payments and expenses.
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Maintenance billing
Generate unit-level bills using community rules for periods, due dates and charges.
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Payments and balances
Record full or partial payments, review outstanding dues and retain a member payment history.
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Expenses and approvals
Capture vendor expenses and supporting files, then route review under the community approval rules.
COMMON QUESTIONS
Billing & Finance FAQs
Can charges vary by unit?
The billing setup can combine fixed, area-based, parking and other applicable charges.
Where do online collections go?
Payment account setup is handled per community; discuss available connection options during onboarding.
Explore related topics:Billing Rules arrow_forwardCommunity Planner arrow_forwardCommittee & Records arrow_forward
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