HOA Dues Invoice Template
Create professional HOA dues invoices for homeowners association assessments with clear unit details and assessment periods. This HOA dues invoice template supports monthly assessments, special assessments, maintenance fees, amenity fees, reserve contributions, and administrative processing—ideal for HOAs and condo associations issuing invoices that residents can track and file. Download instantly in PDF, Word, or Excel format.
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What to Include on an HOA Dues Invoice
HOA dues invoices should clearly show which unit is being billed and what time period the assessment covers.
Community and account details- Unit/property (required)
- Assessment period (required)
- Account number (optional)
- Community/HOA name (optional)
- HOA dues/assessment (monthly)
- Special assessment
- Community maintenance fee
- Amenity fee
- Reserve contribution
- Administrative processing
- Subtotal, tax (if applicable), total due
- Payment instructions and reference notes
Monthly Assessments vs Special Assessments
HOAs typically bill recurring dues plus occasional special assessments.
Monthly dues
Regular assessments that cover ongoing community operations and maintenance.
Special assessments
Additional charges for major projects, repairs, or reserve shortfalls.
Listing special assessments as separate line items reduces confusion and helps residents understand what changed.
Maintenance Fees, Amenities, and Reserve Contributions
Some associations separate dues into categories.
Common categories- Maintenance-related fees
- Amenity fees (pools, gyms, common areas)
- Reserve contributions for long-term repairs
HOA Invoices for Resident Records
Residents often keep HOA invoices for records and reconciliation.
Best practices- Always include unit/property and assessment period
- Use consistent wording for dues and fees
- Provide annual statements when requested