Getting Started

Whether you're assessing a single charge to an individual resident or annual dues to every household, Communitrak makes assessing dues and charges a breeze.

First, you'll need to know who to charge: an individual resident, a group of residents, or all residents.

Assessing a charge to a single resident

  1. First, log in to Communitrak (here).
  2. Navigate to the user's profile page. You can do this a number of ways, such as searching by member name on the dashboard (here) or by selecting the member from the list on the "Members and Groups" page (here).
  3. Once you've navigated to the user's profile page, select "Charge User" under the Leader Actions area. If on a larger screen like a desktop computer or laptop, you'll see this in the far right column.
  4. A window will appear requesting information about the new charge: Charge Description, Amount, and Due Date. Once you have provided this information, click "Save New Charge."  You'll be asked if you're sure you want to assess the charge. Be sure to double-check everything as changes cannot be made after you confirm the new charge.
  5. Once you click "Save New Charge," the charge will assess and become available for the member to see and pay.

Assessing a charge to a group of residents

Note that the member group must already exist.

  1. First, log in to Communitrak (here).
  2. Navigate to the Financial page (here).
  3. Select the "My Community" tab at the top of the page.
  4. In the "Financial Reports" panel, select "Bulk Charges" (shortcut).
  5. In the top, right corner of the page, select the "New Bulk Charge" button.  This will open a window that requests information about the new bulk charge (Description, Amount, Member Group, and Due Date).
  6. Once you have provided the requested information, click "Create New Charge." This will assess the charge to all members of the group you selected.

Assessing a charge to all residents

Assessing a charge to all residents is very similar to assessing a charge to a group of residents.

  1. First, log in to Communitrak (here).
  2. Navigate to the Financial page (here).
  3. Select the "My Community" tab at the top of the page.
  4. Under "Financial Reports," select "Bulk Charges" (shortcut).
  5. In the top, right corner of the page, select the "New Bulk Charge" button.  This will open a window that requests information about the new bulk charge (Description, Amount, Member Group, and Due Date).  Select either "All Households" or "All Residents" from the dropdown under Member Group. Selecting All Households will assess one charge to each household. Selecting All Residents will assess one charge to every individual resident. 
  6. Once you have provided the requested information, click "Create New Charge." This will assess the charge to all members of the group you selected.

Here's a screenshot of the window you'll see when creating a new bulk charge, a charge to more than one member.

FAQs:

Can residents make monthly payments?

Monthly payments are possible using the following workflow:

  • Take the total amount due and divide it by 12. You would then assess that amount 12 times, each with the due date of the last day of each month of the year consecutively. You can assess charges in bulk with Communitrak, so only 12 charges would have to be created. Note that any households that join after the charge has been created will need to have the charged assessed to it manually.

Can residents setup autopay?

Autopay is not currently an offering. We hope to introduce autopay in the near future.

Did this answer your question?