How to Add a Homeowners' Association

Do you have an HOA that you would like to add to the property HOA section? This article will show you how to create that contact for the HOA.

• • From the dashboard view of Rentvine, click on the Property dropdown on the left-hand side
  • Click on Associations from the dropdown
  • On the right-hand side, click on the Add New Association button.

• • On the next screen, fill out the Association Details
  • Enter the Name
  • Enter the Website URL ( Optional)
  • Override Name to Owner- This will be what the owner sees whenever a bill is paid out to this Association.
  • Select Default Charge Account - This is the default account that will be used when entering a bill for this HOA.

• • Enter the Email Address and Phone Number or click on the Add Email button and Add Phone Button to add more.

• • Enter the Address or click on the Add Address button to add another address

• Fill out the Payment Information section (How do you want to pay this HOA?):
  •  Click on Hold Payments toggle button if you would like to hold the payments
  • Under Paid By, select the correct payment method

• Fill out the Tax Information section:
  •  Enter  Payee Name
  •  Enter Tax ID
  •  Enter Form Type
  • You can also turn off a toggle to Enable Billing Sales Tax