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. How do I add a per member charge?
  8. Additional Per Account Charges
  9. Add or create a new invoice item
  10. Deleting an uninvoiced item
  11. Refund a Credit Balance when refunding by check
  12. Enter a bounced NSF check
  13. Credit Memo versus Credit Refund
  14. Applying the different filters in Billing Admin > Invoices & Payments
  15. How can I see the Account Level recurring charges for all my accounts?
  16. Billing Simulation Report
  17. Aging Report
  18. How do I print a check register or bank deposit form?
  19. Generating an Un-Invoiced Report
  20. View past invoices / billing history report for accounts
  21. Deposit Report
  22. Billing: Invoices & Payments Overview tab column headers
  23. Billing: Inc & Pay Sum report
  24. Billing: Inc Trans Rpt
  25. Billing: Inv Rpt
  26. Billing: Payment Sum report
  27. Billing: CoA Sum report
  28. Billing: ACH Status - failures and processed amounts
  29. Billing: Rec Inv Sum, credit cards processed
  30. Can I post a payment against a chart of accounts?
  31. Billing: Delete/hide/unhide chart of accounts (CoA)
  32. Billing: Merge chart of accounts (CoA)
  33. Email Billing Summary and Best Practice
  34. Does TeamUnify handle Escrow accounts?
  35. What credit cards are accepted by electronic processing?
  36. ACH and Credit Card Failure
  37. ACH is still pending
  38. ACH Setup and Verification Problems
  39. Billing: ACH/Credit card FAQs
  40. What do these codes mean when I see the results of an ACH run?
  41. Credit card and ACH Auto Pay security
  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 or Credit Card Donation
  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. How do I change the bank account into which TeamUnify site deposits payments?
  59. Billing/Invoicing meet fees from the meet results file
  60. How do I generate a meet fee breakdown PDF for a Meet?
  61. Billing and Invoicing Meet Fees from an Event
  62. How do I create a Surcharge for Meet Fees?
  63. Cancel/Undo/Reverse meet fees
  64. Billing from Results File for Unattached Swimmers
  65. Exporting the Team Manager Excel Event Billing File - Bill TeamManager Events in TeamUnify
  66. View invoices and payments from an account's perspective
  67. What bills on the first in the automated billing system
  68. How do I add notes on invoices?
  69. How do I delete my payments in the IIF import?
  70. QuickBooks CoA shows $0 or negative amount after IIF import and Account Type set to Bank
  71. Add or edit a billing group
  72. Notifying Accounts with Instructions that your Team Website Accepts Credit Cards/ACH
  73. How do I print an invoice?
  74. How do I see what admin posted a payment or invoice in the billing system?
  75. How do I update team credit card/ACH account used to pay TeamUnify invoices?
  76. How do you change who receives the TU invoices?
  77. How to Add Free Billing Account and Member
  78. View what goes into a QuickBooks IIF file from SwimOffice
  79. View contents of a QuickBooks IIF file
  80. Alternatives to view IIF files
  81. Manually enter SwimOffice transactions into QuickBooks
  82. How QuickBooks views refunds made in SwimOffice
  83. Quickbooks - Can I use Account numbers?
  84. Billing: Do SwimOffice QuickBooks Import IIF files work with QuickBooks Online?
  85. QuickBooks IIF File was imported but I don't see the receivables/invoice in my reports (Canadian date issue)
  86. Undeposited Funds - QuickBooks
  87. QuickBooks error line 6
  88. QuickBooks is not importing IIF file - multiple line errors (error line 6,9,15 etc) on first import
  89. Why are my transferred QB amounts negative?
  90. QuickBooks: Dealing with undeposited funds
  91. QuickBooks - Recording payments in QuickBooks undeposited funds to bank
  92. QuickBooks Error - you cannot have multiple AP or AR accounts (error varies)
  93. QuickBooks error line numbers. How do know what the line number is referring to?
  94. When does the QuickBooks IIF file generate?
  95. QuickBooks IIF import error - Can’t record a negative payment
  96. QuickBooks Error 21 or Tax Field Error given on IIF import
  97. When do my invoices generate and my billing run?
  98. Why are late fees being charged on suspended and canceled accounts?
  99. Why did my canceled accounts or suspended accounts receive an invoice email?
  100. Why do my canceled accounts appear under invoices & payments?
  101. Will the recurring charges post to suspended / canceled accounts?
  102. What email gets an emailed invoice or email billing summary?
  103. Viewing Past or Current Invoices Generated
  104. Reconcile the differences between TeamUnify and C & H Financial Services (formerly Process Pink)
  105. Double bucket billing - two banks accounts for deposits
  106. What will the Account see in their invoice for dollars donated?
  107. Billing: Avoid double billing accounts with Online Registration and recurring billing
  108. Billing: ACH - Invalid account number
  109. Relationship of Billing Groups, Roster Groups, Registration Groups, Locations

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