Set up dues, assessments and late fees

Dues plans, special assessments in installments, one-off charges and late fee rules.

Everything here is under Billing.

Dues plans

A dues plan bills every active account on a schedule.

How often: yearly, twice a year, quarterly or monthly.
How much: the same for everyone; split by each unit's share; or set by membership type.
First due date: later charges follow from it.

Charges are created automatically ahead of each due date (30 days by default), so reminders can go out in good time. You can also press Generate charges now.

Someone added after billing has started is billed from the current period on, never for the past. You can bill them for the current period from their account page.

Special assessments

Choose New assessment, enter the total (or the amount per unit), how to split it, and how many installments. Each installment becomes a charge with its own due date.

One-off charges

On an account's page, add a charge for anything else: a replacement key, a fine, a repair.

Late fees

Late fees are off until you create a rule. A rule has:

a flat amount or a percentage of the overdue charge
a grace period in days
whether it applies once or every month
optional caps per charge and per year

Late fees pause automatically for anyone on a payment plan. You can void a late fee on any account, with a reason.

What you are allowed to charge depends on your governing documents and your state's law. DuesDesk applies the rule you set; it does not check it against the law.

Changing a plan

Edit a plan to change the amount from the next period. Charges already created stay as they are; void and re-create one if it was wrong.

Still stuck? Write to support@duesdesk.app.