Creating and managing dues charges

Dues charges are created per unit, per period (typically monthly).

To create a dues charge:
1. Go to Property Operations → select a community → Dues Ledger
2. Click "+ Add Charge"
3. Select the unit, enter the period (e.g. "2026-04"), amount, and an optional description
4. Click "Add" — the charge is added to the ledger with status "unpaid"

Bulk monthly generation:
The monthly billing job runs automatically and generates standard dues charges for all active units based on the community's dues schedule. If your community has a set monthly rate, these charges are created automatically — you don't need to add them one by one.

Editing and deleting charges:
• Unpaid charges can be edited or deleted by org admins
• Paid charges are immutable — they cannot be edited or deleted (they represent a completed financial transaction)

Searching the ledger:
Use the search bar above the ledger to filter by unit address, resident name, period, or description. This is useful for large communities with many units.