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LauraJean1
November 18, 2023
Question

HOA Invoicing

  • November 18, 2023
  • 1 reply
  • 0 views

Hi y’all

my HOA is thinking of using QBO.    I want to make sure all the functions we need will be available.   
we invoice our owners monthly, need to set up invoicing so that we can show them current month due, late fees, payments made etc…,

can this be done?   

1 reply

M
MirriamM
November 18, 2023

It's nice to see you posting in the Intuit Community, LauraJean1.

 

I'll be happy to share information with you on how the Invoices feature works.

 

When it comes to invoicing needs for your HOA, QuickBooks Online (QBO) has got you covered. You can easily set up recurring monthly invoices to be sent to the owners, and within the invoice, you can itemize the current month's dues, any late fees, and payments made.

 

You can also personalise your invoice template to include the necessary details that you want to be shown. Additionally, there are various reports that you can generate to keep track of outstanding balances and payment histories. 

 

To learn more about how the invoice feature works, I recommend visiting the following links to ensure that it meets all your HOA's invoicing requirements:

 

 

For future reference, you can also check out this article to learn how to receive invoice payments in QuickBooks Online. 

 

If you need additional assistance in managing invoices, let me know by commenting below. I'm always here to help. Have a great day!

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