Communitrak gives Community Leaders two reporting views under the Financial tab: Charge Management for reviewing and acting on individual charges, and Payments & Refunds for viewing payment and refund activity across the community. This article covers both.
Both pages require the View Community Financials permission. Actions on individual charges (Mark as Paid, Void, Edit Payment, Process Refund) additionally require the Manage Charges permission. Some options may be unavailable or appear differently depending on your level of account access.
The Financial module must be turned on. If you see a message that reads "Financial tools are turned off," click Community preferences to enable it.
Log in to Communitrak at https://app.communitrak.com.
Click Community in the main navigation menu.
Click the Financial tab.
In the Reporting card, click Charge Management.
The Charge Management page shows all charges across your community in a searchable, filterable table.
Each row includes the charge description, household (property label and household name), amount, due date, and status. The table supports:
Search by description, household, or member name.
Time Period filter to narrow results by date range.
Status filter to show only paid, unpaid, or voided charges.
Sort to reorder by date, amount, or other fields.
A summary below the filters shows how many transactions match out of the total.
Click any row to open the Transaction Details dialog. The dialog shows two cards side by side:
Transaction Details: Transaction ID, Created Date, Due Date, and Member name.
Actions: buttons for the actions listed below.
Available actions (if you have the Manage Charges permission):
Mark as Paid: Record a payment against the charge (for example, a check received outside Communitrak).
Edit Payment: Update details on an existing payment record.
Void Transaction: Cancel the charge entirely.
Process Refund: Issue a refund for a charge that was already paid.
Transaction and payment notes are displayed at the bottom of the dialog.
From the Financial tab, click Payments & Refunds in the Reporting card. Or navigate directly to Community > Financial tab and select the Payments & Refunds link.
This page lists every payment and refund recorded in your community.
Each row shows:
ID: the payment record identifier.
Date: when the payment or refund was recorded.
Type: a badge showing "Payment" (green) or "Refund" (amber).
Property / household: a clickable link to the household profile.
Amount: the dollar amount (refunds appear in amber text).
Method: the payment method used, such as the card brand and last four digits, "ACH," or "Check" with a reference number.
Status: the current status of the payment.
The table loads 20 rows at a time with pagination at the bottom.
Click the expand arrow on any row to see additional information:
Notes: timestamped entries showing who performed each action and any notes they added.
Available on: the date the funds are expected to settle (fetched from Stripe when the row is expanded).
Charges settled by this payment (or Charges adjusted by this refund): a list of the specific charges the payment covered, including the amount, description, and merchant for each.
Click the Export CSV button at the top right of the page.
In the dialog, set the Start date and End date for the range you want to export.
Click Export.
The file downloads automatically with the name community-payments-[communityID]-[startDate]_to_[endDate].csv.
The Charge Management and Payments & Refunds pages show community-wide data. Individual residents see only their own household's charges on their Payments page.
Refund rows in the Payments & Refunds table show "Original Tender" as the method, since the refund is returned to the payment method used for the original charge.
The "Available on" date in the expanded row reflects the Stripe payout or settlement timeline and may take a moment to load.
If a payment has no linked charges, an informational message appears noting it may be a duplicate or manual entry.
If you have questions or need help, chat with Communitrak Support from any page using the messenger icon in the bottom-right corner.
