3.05 Debtor settings per HOA

In Vera you can adjust your debtor settings per HOA. Please keep in mind that you can input your default debtor settings inside your teamsettings. To do so please see this manual: 1.12 Manage debtor settings

To input your debtor settings on a HOA, please follow the next steps:

1. Click on buildings
2. Open the HOA you want to adjust your settings for
3. Click on HOA management
4. By default you will be on the settings tab, please scroll down to the card "Financial settings" 
5. Click on the edit icon to input your settings

You have the option to input settings for 3 reminders. Please make sure that in your teamsettings, tab communication you have created automatic email and letter templates for the context "Debtors". To do so please see this manual: 1.07 Automatic & manual message templates

For each reminder, input these settings:

• After how many days should the reminder be sent? 
• How should the reminder be sent?
  • Via communication preferences of the co-owners, e-mail, letter of signed letter?
• Should there be a penalty clause?
  • If yes, a % of the sales invoice or a fixed amount?
• Ignore late costs: if the amount on the sales invoice is totally paid but the penalty isn't, should the penalty be ignored for debtor management?
• Send a reminder from: from what amount should a reminder be sent? 

General settings for bankaccounts: inside the same sidebar to input your reminder you can also insert your bankaccounts by clicking on the button "Add bankaccount". Here you will be able to input the following information:

• Type: current account or savings account
• IBAN number
• BIC
• Is default: yes or no
  • This setting will be used to pay invoices and to ask for provisions