Subscription and Billing
Propty offers tiered plans that scale with your HOA. Understand your current plan, how to upgrade as you grow, and how to manage billing.
- Organization Manager access to view and manage subscription settings
- A valid payment method (credit card) on file for billing
Propty Plans
Propty offers four plan tiers:
| Plan | Units Included | Best For | Key Features |
|---|---|---|---|
| Free | Up to 50 | Very small HOAs | Basic property setup, resident portal, invoicing |
| Standard | Up to 200 | Small to mid-size HOAs | Collections, violations, inspections, requests |
| Pro | Up to 500 | Larger HOAs | Elections, advanced reports, AI request triage |
| Enterprise | Unlimited | Large management companies | Custom integrations, dedicated support |
Each tier unlocks additional features and accommodates more units.
Not sure which plan you need? Start with Standard — you can always upgrade as your community grows. The Free plan is great for test properties or very small buildings.
Viewing Your Current Plan
1. Go to Settings
Click the Settings icon (gear) in the top right of your dashboard.
2. Click "Organization"
Click Organization in the left sidebar.
3. View your plan in the Billing section
The Billing section shows:
- Current Plan — Your active tier (Free, Standard, Pro, or Enterprise)
- Billing Period — Whether you're on a monthly or annual subscription
- Renewal Date — The next date you'll be charged
- Active Units — How many units you're currently managing
- Unit Limit — The maximum units your plan includes
Upgrading Your Plan
If you're adding more units or need features from a higher tier, you can upgrade anytime.
1. Go to Settings → Organization
From your dashboard, go to Settings → Organization.
2. Click "Upgrade Plan"
In the Billing section, click the Upgrade Plan button.
3. Select a new plan tier
A plan comparison page will appear. Review the features of each tier and select the plan that fits your needs.
4. Choose billing period (if applicable)
Select Monthly or Annual billing:
- Monthly — $X/month, billed each month
- Annual — $X/year, usually 10-20% cheaper than monthly
5. Complete Stripe checkout
You'll be redirected to Stripe to enter or confirm your payment method. Complete the checkout.
6. Confirm
Once payment is processed, your plan is upgraded immediately. You can start using the new features right away.
Pro tip: If your community is growing, upgrading to the next tier unlocks new features before you hit the unit limit. This avoids being blocked from adding new residents.
Unit Count and Plan Limits
Your plan tier must accommodate the number of active units you manage.
How units are counted
A unit counts toward your limit if:
- It's marked as Active in the Units list
- It has at least one active resident assigned (or is owner-occupied)
Vacant units and units with no residents don't count.
What happens if you exceed your limit
If you add units beyond your plan limit:
-
Warning message — Propty displays a notice that you've exceeded your unit limit
-
Action required — You must either:
- Delete/deactivate some units
- Upgrade your plan
- Contact support for a temporary increase
-
New units blocked — You cannot add new units until you're within your plan limit
Checking your unit usage
Go to Settings → Organization → Billing. You'll see:
- Active Units — Your current count
- Unit Limit — Your plan's maximum
Downgrading Your Plan
If you want to move to a lower-tier plan, contact support. Downgrades are processed at the end of your current billing period.
Before downgrading
Make sure:
- Your unit count will be within the lower plan's limit (for example, you can't downgrade from Pro to Free if you have 100 units)
- You're aware of features you'll lose (for example, the Free plan doesn't include Collections)
How to downgrade
- Go to Settings → Organization.
- Click Manage Plan or contact support.
- Request a downgrade to your desired tier.
- Downgrade takes effect at the end of your current billing period.
If you downgrade mid-month, you may receive a credit for the remainder of your billing period.
Event Add-Ons
For each HOA meeting or election, you can purchase optional add-ons to enhance the event:
| Add-On | Description | Price |
|---|---|---|
| Chairman Services | Professional meeting facilitation and moderation | Add-on price |
| Tech Support | Dedicated tech support during the event | Add-on price |
| Professional Minute-Taking | Trained minute-taker records and documents the meeting | Add-on price |
Purchasing event add-ons
When creating a new event (meeting or election), you'll see the option to add these services. Select the add-ons you want and they'll be charged per event.
Event add-ons are billed separately from your monthly subscription and appear on your invoice.
Managing Billing
Viewing your invoices
All Propty invoices (receipts for your subscription) are stored in Propty for easy access:
- Go to Settings → Organization.
- Scroll to the Billing section.
- Click Invoices (or View Invoices).
- You'll see a list of all invoices with dates and amounts.
- Click any invoice to download the PDF.
Payment method
Your current payment method is stored securely via Stripe. To update it:
- Go to Settings → Organization → Billing.
- Click Update Payment Method.
- Enter new payment details and save.
Changing your billing address
When you manage your subscription, Stripe allows you to update your billing address. Go to your Stripe customer portal (linked from Propty billing settings).
Billing Scenarios
Here are common billing situations:
| Scenario | What happens |
|---|---|
| You upgrade mid-month | You're charged the prorated difference immediately. Your new billing date is based on your new plan's cycle. |
| You downgrade mid-month | Downgrade takes effect at the end of your current billing period. You may receive a credit. |
| You add 20 units this month | As long as you're within your plan limit by the next billing date, no issue. If not, upgrade before that date. |
| You go from monthly to annual billing | You save 10-20%. Your next charge will be for the annual amount. |
| Your payment fails | Propty sends a reminder email. Retry your payment from the billing settings page within 7 days to avoid service suspension. |
Best Practices
- Monitor your unit count. As your HOA grows, track how close you are to your unit limit. Upgrade proactively before hitting the cap.
- Review your plan annually. Each year, assess whether your current plan still fits your community's needs.
- Keep your payment method current. If your card expires or changes, update it in Propty to avoid billing interruptions.
- Archive invoices. Download and save your Propty invoices for tax and accounting records.
- Plan for features. If you're considering using Collections or Violations, make sure you're on Standard tier or higher.
Troubleshooting
I exceeded my unit limit and can't add new residents
- Go to Settings → Organization → Billing.
- Click Upgrade Plan to move to a higher tier.
- Alternatively, deactivate or delete unused/vacant units if they're not needed.
My payment failed and I got a warning email
- Go to Settings → Organization → Billing.
- Click Update Payment Method and enter valid card details.
- Click Retry Payment to reprocess the failed charge.
- If you have more than 7 days overdue, your account may be suspended — contact support.
I want to downgrade but I have too many units
- Contact support. They can help you understand your options:
- Archive or delete unused units first
- Stay on your current plan
- Move to Enterprise with a custom unit limit agreement
How do I get an invoice for a specific date?
- Go to Settings → Organization → Billing → Invoices.
- Find the invoice in the list by date.
- Click to download the PDF.
Can I switch from monthly to annual billing?
- Yes. Go to Settings → Organization → Billing.
- Click Manage Billing and select annual.
- You'll be charged for the discounted annual rate and your billing cycle changes.
I was charged twice this month
- Contact support immediately with the invoice numbers.
- This can happen if you upgraded mid-month and both charges were processed.
- Support can investigate and issue a refund if appropriate.