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How Do I Create a One-Off Household Invoice from the Households Tab?

How Do I Create a One-Off Household Wallet Invoice from the Households Tab?

Also searched as: bill a household, household back balance, one-off invoice, household owes money

A Household Wallet invoice bills an individual Household for an amount owed outside of any current dues already set up in the system. Only use a Household Wallet invoice to collect money a Household owes beyond and outside of any current or late payment — otherwise you will create a duplicate request for payment.

Note: If you import a negative balance for a specific Household (see the CSV import article), you do NOT need to create a separate Household Wallet invoice for that amount — the import already generates it automatically.

 Steps

  1. Click the Households tab, then the Households tab below it, to reach the HOUSEHOLDS window.
  2. Locate the Household you want to invoice using the list or search.
  3. In the Actions column, click the three-dots menu and choose Add Invoice.
  4. In the ADD INVOICE window's Invoice Details tab:
    • Enter a distinctive Invoice Name and the Amount to bill.
    • Click the Due Date box to open a calendar and select a due date (must be at least one day after the invoice creation date), then click Set.
    • Select payment terms from the When would you like the invoice to be due? dropdown. If you choose Custom Terms, enter the number of days. This is the maximum time between the due date and the date the invoice is e-mailed to the Household. If the terms exceed the days between the due date and the day after creation, the invoice goes out the day after you create it.
    • Optionally add details in Add Invoice Instructions.
    • Use the Should this due be required for Member Access? radio buttons to limit website access until the invoice is paid.
    • Click Next.
  5. On the Add Fees tab:
    • Enable Partial Payments lets the Household pay in installments. You cannot combine partial payments with late fees, and enabling partial payments does not set a payment schedule.
    • Enable Service Fees makes the Household pay the transaction fees instead of the community.
    • Enable Interest-Based Fee applies a simple or compound interest-based late fee with a configurable grace period and optional recurrence.
    • Enable Flat Fee applies a flat-amount late fee with a configurable grace period and optional recurrence.
  6. Click Save when finished.