Billing Management

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

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