Payment categories allow homeowners to specify how the payment should be applied when making an online payment via eUnifyPay. When the payment is processed, the payment is applied based on the specified values with any leftover amounts applied using the payment application priorities.
Note: Payment Categories must first be enabled for the firm and for specific associations. Click here to learn more
Step 1: Navigate to the eUnifyPay > Manage Payment Category page and add categories that meet your business needs. In the example below, "Special Assessment" and "Violation Fines" have been added.
Step 2: Go to Accounting > Financial > Association GL Set Up page, then select the Trans Type tab. Apply the charge to the specific payment category by clicking ‘Edit’ next to the charge and selecting the appropriate payment category.
How to Use It:
Homeowners can view the balance for each category, as set up in the "Manage Payment Category" section described earlier, on their portal. They will also see a summary of other charges and their balances in the Amount Due row. Homeowners can choose how their payments should be applied.
Once the homeowner submits the payment, amounts will be applied according to the payment category. Any remaining balance of $0.01 and more will be applied based on the payment application rules.