Online payment summary expanded
Jason Day
The online payment summary needs the addresses and/or an attachment of payments made in a CSV file (like the export button).
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Nancy Lacroce
I agree that adding the address to the email payment summary would be very helpful.
Ulysses Wright
The on line system is great.But there need to be a way to send an email.Blast out when the filter is on for payment at the beginning of the season. Some people on our just don't see that red light blanking on top
Meredith Owens
Ulysses Wright: This is currently possible by sending an announcement email for an online payment option! More information and step-by-step instructions are provided here: https://help.hoa-express.com/en/articles/2775603-announcing-payment-options
Irene Miller
We need a way to filter the date range of payment
Meredith Owens
Jason Day: To confirm, would you like addresses to display with the payment details in the "Online payments" section in the Admin Portal? Currently, this information is available in the CSV export for online payment details.
Jason Day
Meredith Owens the email summary that can be sent out daily, weekly, or monthly is missing addresses.
Our property manager said she needs the address to confirm she is applying the payment to the correct home. This, she turned off tv summary email and is visiting the website to export the list as a csv file on a regular basis.
Hope that makes sense.
Meredith Owens
Jason Day: Ah, okay, thank you for clarifying your request!
We're leaving this post open to receive additional feedback from other users who would like to have this available in the online payment summary email.
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Web Admin
Meredith Owens This is a good idea to add property / lot /address information to the email.