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HOAs: Bulk Payment Updates For Added Family Members Changing all Members to Paid on a Paid Account

If your HOA was set up with residents imported as Paid, family members a resident adds later start out as Unpaid and will get a warning at the front desk. Here's how to mark everyone on your paid accounts as Paid in one go.

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Mark added family members as paid

  1. Go to Membership > Accounts.

  2. Click Filters. Set Payment status to Paid (and pick account types if you only want some), then click Apply.

  3. Check the header box, then click Select all in the blue bar so you get every matching account, not just the first page.

  4. Click Bulk Actions and choose Update Payment Status.

  5. Choose Paid and confirm.

  6. Stay on the page until it finishes. It runs in batches and can take a few minutes.

  7. Open a couple of accounts to check that every member now shows as Paid.

💡 Do this a few times a season. Residents keep adding family members as they log in for the first time, so re-run this every few weeks to keep the front desk clear.

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