Bulk charges let you assess a charge to multiple households or members at once. This is useful for recurring dues, special assessments, or any charge that applies to a group rather than a single person. Individual charges are managed from a member's profile.
Viewing the bulk charges list requires the View Community Financials permission. Creating a new bulk charge requires the Create Bulk Charge 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 Bulk Charges.
The page displays all batch assessments that have been created for your community. An informational note at the top reads: "This list shows batch assessments only. To review or act on a single charge, use Charge management."
Each bulk charge batch is shown as a card with the following details:
Description: the title of the batch (for example, "Q3 2026 Dues").
Date: when the batch was created.
Amount: the dollar amount charged to each recipient.
Batch ID: a unique identifier for the batch.
Merchant: the merchant name associated with the charges.
Audience: who was charged. This shows "All Households," "All HOA Members," or the name of the specific member group.
Paid: a progress bar and percentage showing how many of the individual charges have been settled, with a count (for example, "5 of 10 settled").
Click the New bulk charge button at the top of the page.
Fill in the form fields:
Charge description: a short description of the charge (required).
Charge amount: the dollar amount to charge each recipient. Minimum is $0.01 (required).
Member group: choose who to charge from the grouped dropdown (required). Options are organized into three sections:
Default groups: "All Households (one charge per household)" or "All HOA Members (every individual member)."
Member groups (every individual member): charges each person in the selected group.
Member groups (one charge per household): charges one per household for members in the selected group.
Due date: select a due date using the calendar picker. This defaults to a number of days from today based on your community's preferences (required).
Click Save charge.
After saving, the individual charges are created and appear on each recipient's Payments page. The new batch shows up on the Bulk Charges page with a progress bar tracking how many charges have been paid. You can also review or act on individual charges from the batch by going to Charge Management.
To post a charge to a single member, open their profile from the Members page instead of using bulk charges.
The "All Households" option creates one charge per household. The "All HOA Members" option creates a charge for every active individual member, which may result in multiple charges per household.
When using a member group, a help message below the dropdown confirms whether charges will be assessed per individual or per household.
The due date defaults based on your community's default due days setting, which can be adjusted in Preferences.
If you have questions or need help, chat with Communitrak Support from any page using the messenger icon in the bottom-right corner.
