How Do I Export or Waive Late Fees on Filtered Invoices

The Invoice Dashboard's List Actions menu applies to a whole set of invoices at once — either every invoice currently shown by your filters/search, or just the rows you've checked — rather than one invoice at a time. Two of its options are Export Filtered Data and Waive Late Fees.

When Would You Use This?

• You want a spreadsheet of a specific slice of invoices — for example, every Late invoice for a given property — to share with the board or reconcile against your own records. That's what Export Filtered Data is for.
• A batch of invoices picked up late fees because of a billing mistake or a grace period the board wants to honor, and you need to remove those fees from several invoices at once instead of one by one. That's what Waive Late Fees is for.

How to Get There

1. Go to Balances > Invoice Dashboard.
2. Optionally use Search or Filter to narrow the list to the invoices you care about, and/or check the boxes next to specific rows.
3. Click List Actions.

The menu also includes Resend Invoices, which re-sends the invoice notification email for the selected invoices — it's not covered in depth here since it's a re-send of the same email covered elsewhere, not a distinct action.

Exporting Filtered Invoice Data

1. With the invoices you want visible/selected, click List Actions > Export Filtered Data.
2. The browser downloads a CSV file (named like "Invoice-data-[date].csv") containing the invoices currently shown by your search/filter.

Use this when you need the data outside the platform — in a spreadsheet, or to hand to someone who doesn't have a login.

Waiving Late Fees in Bulk

1. Select the invoices you want to waive fees on (or leave your filter/search as the selection).
2. Click List Actions > Waive Late Fees.
3. A confirmation dialog asks: "Are you sure you want to waive late fees on [N] selected invoice(s)? Paid invoices in the selection will be skipped." You can optionally add Notes.
4. Click Confirm to remove late fees from every eligible invoice in the selection.

Each member whose invoice had its late fee waived this way receives a "Late Fee Removed" automated email — see "What Are the Automated Email Types?"

Good to Know

• Waive Late Fees automatically skips invoices in your selection that are already Paid — you don't need to filter those out yourself first.
• There's no equivalent "add late fees in bulk" list action — late fees are added by the platform's own late-fee rules, not manually applied in bulk by staff.

Note: Waiving late fees removes the fee amount from the invoice; it does not undo or reverse any payment that's already been made.