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kenbelfer
Level 1

In desktop we used statement charges. "Pledge" sounds voluntary. How do you bill homeowners association members in QB Online? Delayed charges don't print.

 
1 Comment 1
DivinaMercy_N
Moderator

In desktop we used statement charges. "Pledge" sounds voluntary. How do you bill homeowners association members in QB Online? Delayed charges don't print.

Thank you for posting here in the Community, @kenbelfer.

 

The option to create Statement Charges in QuickBooks Online (QBO) is currently unavailable. As a workaround, I suggest creating an Invoice/Pledge to bill the Homeowners Association Members. You can create an invoice for each unit and make it recurring in QBO. This can also have different amounts due. 

 

If the amount changes every month, choose to remind you to send them so you can adjust them. If the amounts are the same for every homeowner monthly but different in due, you can schedule the invoices to populate. 

 

For the running balance, you can send them a statement. This will show your customer's summary of their invoices, payments, credits, and balances. This will also help with the collection.

 

I'm always here and ready to lend a hand if you need more help in completing your task with QuickBooks. You've got this. Have a good one. 

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