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How do residents view their household wallet balance?

How Do Residents View Their Household Wallet Balance and Transactions?

Residents may belong to one or more Households. If a resident has at least one Household Wallet balance greater than $0, every page of the community website includes a link to view the balance details. This is a Member-facing feature only — it is not available through the Admin Dashboard.

Steps for Residents

  1. Log in to the community website. If you have a Household Wallet balance greater than $0, you'll see a HOUSEHOLD WALLETS item at the top of every website page.
  2. The link below it states your balance amount if you have only one Household Wallet. If you have more than one, the link reads "[X] Wallets Available."
  3. Click the link to open the HOUSEHOLD WALLETS window, which lists the Household Title and Wallet balance for each applicable Household.
  4. Click a Household Wallet balance amount to view a list of all transactions that have not been voided by an Admin. Items shown in parentheses are payments made with Wallet balance funds, either for one-off invoices or for regular Household dues items.
  5. In the Notes column, click a Notes link to view any comments associated with that transaction.