Dues tracking, from ledger to receipt
Post monthly dues and extra expenses as charges and let CasaX follow due dates and late payments. Who owes what, on a single screen.
Notifications, receipts and statements go to residents on their own.
No manual math, no missed due dates
Every step from charge to collection stays in the same ledger; you never merge spreadsheets to get a report.
Seven allocation methods
Fixed amount, equal share, land share, square meters, coefficient, head count or manual. Preview, then publish.
Recurring monthly dues
Define the dues once; each month the charge is published on the day you choose. Pause it whenever you like.
Late fees
5% per month under Condominium Law art. 20, prorated daily and never compounded. Grace days and on/off in the complex settings.
Debtor report and statements
Aging in 0–30, 31–60, 61–90 and 90+ days; unit statements, income and expense table, Excel and PDF.
How a dues period works
You pick the due day and the late fee rule once during setup; the rest follows the calendar.
Step 1: Prepare the draft
Choose the budget and allocation method; the target can be the whole complex, a block or a single unit.
Step 2: Preview and publish
See each unit's share, then publish. Residents get a notification and an email.
Step 3: Let reminders run
Reminders go out 3 days before the due date and 1, 7 and 30 days after; you can change the days.
Step 4: Record collections
Online payments and matched transfers are booked on their own; you enter cash and checks, and the receipt is ready.
Transparent accounts, reports ready
A collection pays the oldest balance first and any surplus stays as credit. Residents see their own statement; when the balance is zero they download a no-debt certificate with a verification code.
- Unit and cash/bank account statements
- Income and expense table, expenses by category
- General ledger export, Excel and PDF
Features that work together
In CasaX every module shares the same ledger: work done in one shows up in the others on its own.
How is the late fee calculated?
Under Condominium Law art. 20, unpaid amounts accrue 5% per month, prorated by the number of days; no late fee is charged on a late fee. You set the grace days and whether the rule is on in the complex settings.
Can I allocate dues by land share?
Yes. You choose between land share, square meters, coefficient, head count, equal share, fixed amount and manual entry. Before publishing you preview the share of every unit.
How are partial payments and credit handled?
A collection pays the oldest balance first. You decide in the complex settings whether partial payments are allowed; anything paid above the balance is kept as credit for the unit and used for the next charge.
How do I bring over balances from my old software?
Upload opening balances with the Excel template: download the file, fill it in, map the columns, preview and confirm. Units and residents come in the same way.
Publish this month's dues in CasaX.
The setup wizard prepares the due day, the late fee rule and your first charge draft together with you.