Charge Batches
Every charge your board has ever created — whether a monthly dues run generated automatically or a special assessment you created by hand — shows up here as one row per batch.
What's shown per batch
- Label and a badge showing whether it's regular Dues or a Special Assessment
- Due date, how many units were charged, who created it (or "System" if it was generated automatically by the daily dues run), and when
- Total amount and how much is still Outstanding
Filtering by type
Use the Charge type dropdown to narrow the list to just regular dues, just special assessments, or another charge type.
Creating a new special assessment
Click New Special Assessment to create a one-time charge outside your regular dues schedule — a repair, a shared expense, or anything else that doesn't apply to every unit equally.
Viewing a batch
Click any batch to open its detail page.
Inside a batch
The top of the page shows three totals for that batch: Total Assessed (the full amount charged), Total Collected (what's actually been paid), and Outstanding (what's left).
Below that, every unit included in the batch is listed with its own status:
- OPEN — not yet paid
- PARTIAL — some of the amount has been paid, but not all
- PAID — fully paid
For each unit, you can:
- Copy payment link — grabs that unit's personal payment link, useful if you want to text or email a reminder outside of Formtabulous
- View full ledger — opens that unit's complete payment history, not just this one charge