This guide details the steps to add or update the payment method used for your community's Communitrak platform subscription - the payment method we charge each month or year for access to the Communitrak platform.
Note:
This process is separate from configuring where payments received by members through Communitrak will be routed; that setting is located under "Community" then "Financial." View this support article for more information on that process.
Step 1: Navigate to Community Billing
Log in to your Communitrak account.
From the main navigation menu, select "Community," then click on "Billing." This will take you to the billing section where you can manage payment methods.
Step 2: Add a New Payment Method
Look for the "Payment Methods" card.
Click the "+ New" button located in the Payment Methods card to add a new payment method.
Step 3: Choose Payment Method Type
A pop-up menu will appear asking you to select the type of payment method you wish to add. You have two options:
Debit/Credit Card: Select this option if you wish to use a debit or credit card.
Bank Account: Select this option if you prefer to use a checking account.
Step 4: Enter Payment Details
If Debit/Credit Card:
A new window will open. Here, provide the HOA's debit or credit card details as prompted.
Follow the instructions to complete the addition of your card.
If Bank Account:
A new window will appear for you to input the HOA's checking account information.
After manually linking a bank account, Communitrak will automatically send two small deposits to the account. These will appear on the online statement within 2-3 business days.
Once you've observed the micro-deposits in your account, return to this same page. Here, you'll provide the amounts to complete account verification.
Step 5: Set Default Payment Method
You can store multiple payment methods on file.
To set a payment method as the default for subscription payments, look for the "default" indicator next to the payment method and select it. This ensures the chosen method will be used for all subscription payments moving forward.
Important Notes
Keeping your payment information up to date is crucial for uninterrupted service. Communitrak ensures your financial details are securely handled, providing you peace of mind.
For additional assistance, click the chat bubble at the bottom right of any Communitrak page to speak with a support team member or access more support articles.