Frequently Asked Questions

Common questions about managing your HOA on Zorex.

How do I add more units after setup?

Go to Setup → Units to add units one at a time, or Setup → Imports to upload a CSV for bulk additions. You can add and update units at any time — there is no need to start over.

Can I change my association's name or address?

Yes. Go to Setup → Community Settings and update the Community Profile section. Changes take effect immediately and will appear on future invoices and communications.

How do residents pay their dues?

Residents pay through the resident portal using a credit or debit card. Payments are processed by Stripe. To enable online payments, you must first connect your Stripe account under Setup → Payments.

How do I resend an invitation to a resident?

Go to Setup → Residents, find the resident, and click Resend Invitation. A new invitation link will be emailed to them valid for 72 hours. See also: Resident Invitations guide.

A resident says they did not receive their invitation email.

Ask them to check their spam or junk folder. Gmail users should check the Promotions tab. Outlook users should check Other or Junk Email. If the email is still missing, resend the invitation from Setup → Residents. See: full troubleshooting guide.

What does the resident portal look like?

Residents see a simplified portal with access to Billing (pay invoices), Requests (submit service requests), Announcements, and Documents. It is designed for mobile and desktop use. See the Resident Guide for a full walkthrough.

Can I refund a payment a resident made?

Yes, but refunds are issued through your Stripe dashboard, not from within Zorex. Log in to Stripe, find the charge, and issue the refund there. Zorex will automatically pick up the refund via webhook and record it on the invoice timeline. Refunds typically appear on the resident's card within 5–10 business days.

Who can see resident financial information?

Only association admins and officers can see invoice and payment details. Residents can see their own invoices and payment history but cannot see other residents' financial information.

How do I add a board member or officer as an admin?

Go to Setup → Residents, find the unit the board member is associated with, and open the unit detail page. Under the Owners section, use the Role dropdown next to their name to change their role to Officer or Admin. Changes save immediately. Admins have full access to all administrative features. Officers have limited access.

What happens when the free trial ends?

Your data is preserved. Features that require a paid plan are locked until you choose a plan under Setup → Payments. You can choose a plan at any time — there is no deadline to migrate your data.

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