Billing: Add/edit/delete individual recurring account charges

SwimOffice Admin - Super User

To apply individual recurring charges to a specific account do the following.
  1. Go to Team Admin > Account/Member Admin
  2. Find your account and click the name, or select many accounts and click Edit > Edit Account(s)
  3. Click the Membership Dues Schedule tab
  4. Click Manage Charges
  5. Click Edit or Delete for a current charge, or click + Add New Account Recurring Charge
  6. Add or edit the information
  7. Use a - for a discount, such as -25
  8. Select Charge Monthly for every month or Charge Annually and then specific months within this option to charge whatever months you want
  9. Click Save
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See Also
Accessing the Additional Account Charges Report for All Accounts
Adding Customization to your Account Member Admin User Interface

Billing Setup

  1. Billing: Billing Quick Start Guide
  2. Billing: Billing System is not active warning message
  3. Billing: Sign up/apply for electronic ACH/credit card processing
  4. Billing: ACH/credit card fees charged to team
  5. Billing: Email account automatically when credit card fails
  6. Billing: Add/create chart of accounts (CoA)
  7. Billing: Track and show income by Roster Group
  8. Billing: QuickBooks TeamUnify Integration Guide
  9. Billing: Set billing due date and late fee
  10. Billing: Create/add/edit Billing Groups
  11. Billing: Can't delete a Billing Group
  12. Billing: Can't delete a Sub Billing Group
  13. Billing: Do not charge dues for specific months
  14. Billing: Add/edit/delete individual recurring account charges
  15. Billing: Multi Athlete Discount by dollar amount for recurring billing
  16. Billing: Amount charged on the 1st for CC/ACH
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  18. Billing: Allow parents to make on demand credit card payments
  19. Billing: Seasonal team ONLY - Billing Groups
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  22. Billing: Recurring charge vs. non recurring charge
  23. Billing: Purpose of Board Members / Coaches FREE Billing Groups
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  25. Billing: GST (Goods & Services Tax for AUS only) - implementing & reporting
  26. Billing: Multi Athlete Discount by percentage for recurring billing
  27. Billing: Payment Manager set up / Payment Option Settings
  28. Billing: ACH setup and verification by families
  29. Billing: Disable/remove option to pay by check/mail payment
  30. Billing: Only charge late fees to active/suspended accounts
  31. UK Billing: Set up electronic payment processing

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