Billing: Multi Athlete Discount by dollar amount for recurring billing

SwimOffice Admin - Super User

The monthly recurring billing system can apply multi-athlete discounts by either flat dollar amounts or percentage. To implement cascading dollar amounts do the following.
  1. Go to Billing Admin > Billing Setup > Membership Dues Schedule
  2. Click Edit Membership Dues Schedule
  3. Leave "Multi-Athlete Discount" as No (unless you want to use a percentage discount as well)

  4. For each Billing Group (Bronze in screenshot below) you will see all Sub Billing Groups available. You MUST select a Chart of Accounts next to each Sub Billing Group.
  5. Fill in the amount to charge in each Active Member cell.
    • The Billing system picks the most expensive price for each athlete at each level, and it calculates this based on the yearly total for each one. For example, using the above schedule, if an Account had a Bronze Monthly female member and Bronze Quarterly male member, it would put the female as the first member ($150*12=$1,800) and the male as the 2nd member ($400*4=$1,600, so it charges the 2nd member rate, $350).
    • LEAVE as 0.00 if the Sub Billing Group will not be used with that Billing Group.
    • If you do NOT fill in an active member cell that athlete will be zero dollars. For instance if you leave 5th active member as 0.00 or blank and a family has five children, the fifth will be free.

  6. Click Save Changes
  7. Assign Billing Groups and Sub Billing Groups to all active athletes in Account/Member Admin if needed
  8. Run your Billing Simulation Report to confirm the discount has been applied appropriately


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See Also
Billing Simulation Report
Multi Athlete Discount by percentage for recurring billing

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
  17. Billing: Apply credit card/ACH transaction fee/surcharge automatically
  18. Billing: Allow parents to make on demand credit card payments
  19. Billing: Seasonal team ONLY - Billing Groups
  20. QuickBooks: Will customer (account) data be loaded from the IIF file?
  21. Billing: View when an account added or updated their credit card/ACH
  22. Billing: Recurring charge vs. non recurring charge
  23. Billing: Purpose of Board Members / Coaches FREE Billing Groups
  24. Billing: Can't enter information into billing system
  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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