Configure
Review payer, frequency and amount rules in Maintenance Billing Settings.
receipt_long BILLING RULESFor finance teams
Bill the right unit using your community rules.
Every community has its own assessment approach. SocMgt helps the admin define the payer, billing period and charge components before generating unit-level maintenance bills.
check_circle Payer and periodcheck_circle Charge componentscheck_circle Due dates and follow-up
Billing setup
Payers, periods and charge types
THE WORKFLOW
How it works
Follow the steps from configure through issue and track.
Preview
Check the charges and any exclusions before a billing run.
Issue and track
Generate bills against units and monitor partial payments and remaining dues.
WHAT IT COVERS
Make recurring charges clear before you issue bills.
Configure how charges apply before issuing a billing cycle to members.
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Payer and period
Choose whether the owner or resident is responsible, and set monthly, quarterly or annual billing.
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Charge components
Combine fixed unit charges, area-based amounts, parking, utilities and approved one-time items.
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Due dates and follow-up
Set the due date, grace period and relevant late-charge policy for the community.
COMMON QUESTIONS
Billing Rules FAQs
Can a utility be billed by the provider directly?
Yes. The community can record whether it collects a utility charge or the member pays the provider directly.
Can a bill be partially paid?
The billing history can show partial payments and the amount still due.
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