Levy billing and arrears collection in strata management involves manually creating invoices, tracking payments, and chasing overdue amounts across dozens of lot owners each month. Manual processes create delays, payment reconciliation errors, and significant staff time spent on follow-up.
Automation generates and distributes invoices on schedule, reconciles payments automatically, and sends escalating reminders to delinquent owners. The strata manager receives real-time alerts and monthly reports without manual compilation.
The full workflow, from trigger to completion.
On the scheduled billing date each month, the automation checks for new levy data and begins the invoice generation process.
The automation retrieves lot numbers, owner details, and levy amounts or the strata management system.
Invoices are created automatically with correct lot numbers, amounts, due dates, and owner contact details.
Invoices are automatically emailed to owners with a personalised message and payment instructions.
The automation tracks incoming payments and bank feeds, matching them to invoices automatically.
Automated reminders are sent to owners 7 days before due date and again 3 days after, escalating if unpaid.
A notification is sent to the strata manager with a summary of overdue invoices and recommended collection actions.
A monthly arrears report is automatically compiled and made available for committee review.
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