⚠️ Must be on Vlge Pro for this feature
NOTE: As of 6/19/26 this feature is in Beta
Set Property Amounts
Charge templates let you define billing line items and per-property amounts once, then use them when you create pay-over-time billing periods. Use this when every property should be billed the same structure (same charge types and descriptions) but not necessarily the same dollars.
👉 When to use it
Use Set Property Amounts when:
Annual dues (or assessments) vary by property - lot size, frontage, improvement district, membership tier, etc.
You have multiple line items on one bill (e.g. operating dues + capital reserve + road fee) and some or all amounts differ by property.
You want to import amounts from a spreadsheet instead of typing them property by property.
You run pay-over-time billing (monthly, quarterly, or pay in full) and need correct per-property totals before you commit a billing period.
You do not need a template if every property pays the same total and you’re comfortable entering amounts manually on the Create Charges form.
👉 Where to find it
Entry point | Path |
Create Charges | Financial Dashboard → Billing & Collections → Create Charges → Set Property Amounts (Beta) |
Billing & Collections | Financial Dashboard → Billing & Collections → Set Property Amounts |
The menu label follows your community terminology (Property, Lot, Unit, Home, etc.).
Requirement: Your organization must have Advanced Billing enabled. Charge templates are used with Pay over time / billing period, not one-time charges.
👉 How charge templates work
A charge template is a reusable preset with:
Template name - e.g.
2027 Annual DuesOptional description
One or more line items - each with a description, charge type, and amount mode
👉 Amount modes (per line item)
Mode | Meaning |
Same for every property | One dollar amount applies to all properties (e.g. $75 admin fee for everyone). |
Per property | Each property has its own amount for that line (e.g. operating dues varies by lot). |
A template can mix both: e.g. a uniform line everyone shares plus per-property lines that vary.
👉 What gets stored
For each property with complete amounts, the system stores:
Amount per line item
Total dues for that property (sum of all lines)
That total is what pay-over-time billing uses when the period is committed.
Step 1: Create a template
Open Set Property Amounts.
Click Create Template.
Enter a name and optional description.
Add line items:
Description — appears on resident invoices (e.g.
Operating Dues,Road Maintenance).Charge type — ties to billing policies (late fees, GL, etc.).
Amount mode — same for every property, or per property.
For uniform lines, enter the dollar amount.
For per property lines, enter amounts (next section).
Save. The template appears on your list as Active.
Template list at a glance
Each template shows chips like:
Operating Dues · 155 properties · varies
Capital Reserve · 155 properties · $250.00
That helps you see coverage and whether amounts are fixed or variable.
Step 2: Enter per-property amounts
For any line set to Per property, you can:
Option A - Enter manually
Search and filter properties.
Enter the amount for each property on the paginated list.
Save amounts when done.
Option B - Import CSV (recommended for large communities)
Add all line items in the template editor first. CSV columns must match those line item descriptions; extra spreadsheet columns do not create new line items.
Download the CSV template (pre-filled with property identifiers and column headers).
Fill in amounts in Excel or Google Sheets.
Upload the file → Preview (matched / unmatched / errors).
Import to save.
Tips:
Re-uploading updates changed cells; you don’t have to re-enter everything.
Preview tells you how many rows are new vs updating existing amounts.
Properties that don’t match a row in the file won’t get amounts for that line.
Step 3: Use the template in pay-over-time billing
Templates plug into Create Charges → Pay over time / billing period.
Billing amounts
In the period setup form, under Billing amounts:
Enter amounts manually — you type line items and one total per property on the form.
Use preset charge template — amounts come from your template (read-only summary).
Select your template from the dropdown.
What changes when a template is selected
Section | Behavior |
Line items | Read-only summary from the template (not editable on this screen). |
Who | Grayed out. Enrollment is driven by the template: only properties with complete per-property amounts are included. |
Payment options | Still fully configurable - pay in full, quarterly, monthly, service fees, due days, property availability per plan. |
Preview by Property | Searchable property picker; preview charges, payment options, installment schedule, and sample invoices per property. |
Delivery | Unchanged - email, physical mail, send-on date, etc. |
👉 Payment options and per-property totals
When amounts vary by property:
Payment option labels show a range (e.g.
$1,559.00–$1,734.00 per property) or “varies by property”.At commit, each property is enrolled with its own total.
Installments (monthly, quarterly, etc.) are split from that property’s total, not a community average.
When an installment posts, line items are split proportionally across the template lines on the invoice.
Residents still start on the default plan you choose (e.g. pay in full). They can switch to monthly or quarterly later from their Payment Plan page if those options are enabled.
Step 4: Review and commit
Configure the billing period (name, dates, payment options, delivery).
Use Preview by Property to spot-check several addresses and plans.
Save draft (optional) — nothing enrolls until you commit.
Final Review → Commit Charges.
On commit:
One enrollment per included property, on the default payment plan.
Scheduled installments for the full period based on that property’s total.
Invoices post on each installment’s schedule (per your delivery and “send before due date” settings).
Properties missing amounts for any per-property line are skipped — they are not enrolled for that period.
👉 Examples
Example 1: All properties different (CSV)
Scenario: 155 lots; annual operating dues vary by lot; same three line items for everyone.
Template:
Line item | Mode | Amount |
Operating Dues | Per property | Varies |
Capital Reserve | Per property | Varies |
Road Fee | Per property | Varies |
Workflow: Build template → download CSV → fill 155 rows → import → Create Charges → select template → commit.
Result: Each property enrolled with its own total; monthly/quarterly splits use that property’s dollars.
Example 2: Mixed uniform + per property
Scenario: $50 uniform technology fee; operating dues vary.
Line item | Mode | Amount |
Technology Fee | Same for every property | $50.00 |
Operating Dues | Per property | Varies |
123 Main St: $50 + $1,200 = $1,250
456 Oak Ave: $50 + $1,450 = $1,500
Payment options show ranges; preview by property shows exact totals per address.
Example 3: Same structure, reused next year
Create 2028 Annual Dues as a new billing period, attach the same (or updated) template, adjust dates and payment options. Amounts live in the template; update CSV or manual entry when rates change.
Impact summary
Area | Effect |
Enrollment | Only properties with complete template amounts; no manual “Who” selection when using a template. |
Per-property billing | Each property’s total stored on enrollment; installments computed from that total. |
Invoices | Line items and amounts reflect the template; installment invoices split lines proportionally. |
Payment plans | Monthly/quarterly math is per property, not a single community average. |
Residents | Correct balance and installment schedule for their property; can switch plans if you enabled multiple options. |
Accounting | Charge types from the template drive GL and billing policies per line. |
Managing templates
Edit - Update name, lines, or amounts anytime. Existing drafts using the template pick up resolution when reloaded.
Inactive - Templates can be deactivated so they don’t appear in Create Charges.
Delete - If a template is linked to a billing period, it is deactivated instead of hard-deleted.
Common questions
Can I use a template for a one-time charge?
No. Templates are for pay-over-time billing periods only.
What if I forget a property in the CSV?
That property won’t have a complete amount set and won’t be enrolled when you commit. Add the amount in the template (manual or re-import), then commit or re-run enrollment as appropriate.
Can I change amounts after a period is active?
Template edits affect future setups. Already-committed enrollments keep the totals calculated at activation unless you handle adjustments separately.
Do residents pick monthly vs quarterly when the invoice arrives?
They start on your default plan. To change cadence, they use Billing → Payment Plan and switch (if you enabled those options). The switch is stored as a new enrollment on the chosen plan.
Why does “Who” disappear when I pick a template?
Enrollment is defined by who has complete amounts in the template, not by a separate property picker.
Quick reference: end-to-end workflow
Set Property Amounts
→ Create template + line items
→ Enter per-property amounts (manual or CSV)
→ Save template (Active)
Create Charges
→ Pay over time / billing period
→ Billing amounts: Use preset charge template
→ Configure payment options + delivery
→ Preview by Property (recommended)
→ Final Review → Commit Charges