Billing Management

  1. Billing System VIDEO Tutorials
  2. What is Accrual Based Accounting vs Cash Based Accounting?
  3. Warning in the invoice and payments area
  4. Bringing balance forwards or previous balances over to start the billing system
  5. Make, record, enter or add a payment
  6. Billing: Create or add a New Credit invoice
  7. Multi Swimmer Discounts and Applying to the Billing System
  8. How do I add a per member charge?
  9. Additional Per Account Charges
  10. Add or create a new invoice item
  11. Deleting an uninvoiced item
  12. Refund a Credit Balance when refunding by check
  13. Enter a bounced NSF check
  14. Credit Memo versus Credit Refund
  15. Billing - Understanding the column header information on the Billing Overview Tab
  16. Applying the different filters in Billing Admin > Invoices & Payments
  17. How can I see the Account Level recurring charges for all my accounts?
  18. Billing Simulation Report
  19. Aging Report
  20. Payment Summary Report
  21. CoA Sum -- Chart of Accounts report
  22. How do I print a check register or bank deposit form?
  23. Generating an Un-Invoiced Report
  24. Income & Payment Summary report -- How do you read this?
  25. View past invoices / billing history report for accounts
  26. Deposit Report
  27. Income Transaction Report
  28. Inv Report - Invoice Report
  29. Billing Admin Reports - Recurring Invoice Summary Tab
  30. Can I post a payment against a chart of accounts?
  31. Billing - Merging CoA /Chart of Accounts
  32. Email Billing Summary and Best Practice
  33. Does TeamUnify handle Escrow accounts?
  34. What credit cards are accepted by electronic processing?
  35. ACH and Credit Card Failure
  36. ACH Management - Failures and Processed Amounts
  37. ACH is still pending
  38. ACH Setup and Verification Problems
  39. ACH/Credit card FAQs
  40. What do these codes mean when I see the results of an ACH run?
  41. How secure is setting up auto pay?
  42. Refunding Past/Historical Credit Card / CC charges
  43. Billing: Credit card expiration failure and report
  44. Refunding on demand or Credit Card /CC payments
  45. Deleting a Client's Credit Card or ACH information
  46. On demand charge & payment for Admins
  47. How can I tell when (date) a user entered their credit card info for monthly billing / Auto Pay?
  48. Deleting an Accounts Credit Card Payment Type
  49. If an account is NOT active and they have a CC or ACH against their account will they get charged?
  50. Voiding a CC transaction immediately (instead of using the Refund option)
  51. Is there a "Processed ACH report" PDF like there is a credit card PDF report for auto payments completed via ACH?
  52. How do I set up auto pay for a family?
  53. Are accounts notified when an on demand payment fails?
  54. Refund an ACH payment
  55. Can I use a debit card for credit card processing?
  56. Service Not Allowed error when using debit card in Canada
  57. Invalid Term ID error when using a credit card
  58. Registration System Setup - Setting the registration system to capture CC information
  59. How do I change the bank account into which TeamUnify site deposits payments?
  60. Billing/Invoicing meet fees from the meet results file
  61. How do I generate a meet fee breakdown PDF for a Meet?
  62. Billing and Invoicing Meet Fees from an Event
  63. How do I create a Surcharge for Meet Fees?
  64. Cancel/Undo/Reverse meet fees
  65. Billing from Results File for Unattached Swimmers
  66. Exporting the Team Manager Excel Event Billing File - Bill TeamManager Events in TeamUnify
  67. View invoices and payments from an account's perspective
  68. What bills on the first in the automated billing system
  69. How do I add notes on invoices?
  70. How do I delete my payments in the IIF import?
  71. QuickBooks CoA shows $0 or negative amount after IIF import and Account Type set to Bank
  72. Add or edit a billing group
  73. Notifying Accounts with Instructions that your Team Website Accepts Credit Cards/ACH
  74. How do I print an invoice?
  75. How do I see what admin posted a payment or invoice in the billing system?
  76. How do I update team credit card/ACH account used to pay TeamUnify invoices?
  77. How do you change who receives the TU invoices?
  78. How to Add Free Billing Account and Member
  79. View what goes into a QuickBooks IIF file from SwimOffice
  80. View contents of a QuickBooks IIF file
  81. Alternatives to view IIF files
  82. Manually enter SwimOffice transactions into QuickBooks
  83. How QuickBooks views refunds made in SwimOffice
  84. Quickbooks - Can I use Account numbers?
  85. Do TeamUnify QuickBooks Import files work with QuickBooks Online?
  86. QuickBooks IIF File was imported but I don't see the receivables/invoice in my reports (Canadian date issue)
  87. Undeposited Funds - QuickBooks
  88. QuickBooks error line 6
  89. QuickBooks is not importing IIF file - multiple line errors (error line 6,9,15 etc) on first import
  90. Why are my transferred QB amounts negative?
  91. QuickBooks: Dealing with undeposited funds
  92. QuickBooks - Recording payments in QuickBooks undeposited funds to bank
  93. QuickBooks Error - you cannot have multiple AP or AR accounts (error varies)
  94. QuickBooks error line numbers. How do know what the line number is referring to?
  95. When does the QuickBooks IIF file generate?
  96. QuickBooks IIF import error - Can’t record a negative payment
  97. QuickBooks Error 21 or Tax Field Error given on IIF import
  98. When do my invoices generate and my billing run?
  99. Why are late fees being charged on suspended and canceled accounts?
  100. Why did my canceled accounts or suspended accounts receive an invoice email?
  101. Why do my canceled accounts appear under invoices & payments?
  102. Will the recurring charges post to suspended / canceled accounts?
  103. What email gets an emailed invoice or email billing summary?
  104. Viewing Past or Current Invoices Generated
  105. Reconcile the differences between TeamUnify and C & H Financial Services (formerly Process Pink)
  106. Double bucket billing - two banks accounts for deposits
  107. What will the Account see in their invoice for dollars donated?
  108. Billing: Avoid double billing accounts with Online Registration and recurring billing
  109. Billing: ACH - Invalid account number
  110. Relationship of Billing Groups, Roster Groups, Registration Groups, Locations

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