Raise the dues and record payments
Each unit pays a quota every month. Initialize the year once. Then mark each payment when it arrives.
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Initialize the year
Choose the building and open Ordinary Quotas.
Choose the year. Click the Initialize button with that year, for example Initialize 2027.
Click Initialize.
The platform makes a record for each month of each active unit, with its monthly quota. Records that exist already do not change.
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Record a payment
Click a unit's amount in the month of the payment.
Choose Paid, Unpaid, Partial or Exempt.
If you choose Partial, type the amount received and click OK.
When you mark a payment Paid, the platform offers a receipt. Click Generate Receipt, or Skip.
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Mark a whole month
To mark all the units of a month, click the arrow next to the month.
Choose Mark … payment(s) as paid.
To mark every unpaid payment of the year, click Mark all unpaid as paid.
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Follow the collection
Each amount has the color of its status: green is paid, red is unpaid and yellow is partly paid.
The cards at the top show the year's Total Expected, Total Received, Overdue payments and Collection Rate.
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Remind owners who owe
Click Remind of debts. The message is already written, with Owners who owe in Bcc.
In each copy, {debt} lists that person's overdue months and amounts.
Change the text if you want and click Continue. See who gets it, what they owe and when the last payment was recorded. Untick anyone who must not get the message.
Click Send to … people. The copies are kept in Messages.
A month is overdue from the day after the building's Day dues fall due.
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Record credit
If an owner pays more than they owe, click the month, choose Partial and type the amount received. The month is paid and the rest becomes the unit's credit.
For money received outside the dues, open the unit from Units. Under Credit, click Record credit. To hand it back, click Refund.
To pay a month out of the credit, choose Credit under Paid by.
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Issue the debt declaration
On the unit's page, click Debt declaration. It is the declaration for the deed of the unit's sale (article 1424-A of the Portuguese Civil Code).
Tick I confirm that the payments are recorded up to today and click Issue declaration. A copy is kept in Documents, in the Declarações folder. Only an administrator issues it.
For the unit's statement, click Statement and choose the year.
The declaration and the statement are in Portuguese.
