Billing: Multi Athlete Discount by percentage for recurring billing

SwimOffice Admin - Super User

To implement a percentage discount on the total dues owed per account do the following.

  1. In the side menu click Billing Admin > Billing Setup.
  2. Click Membership Dues Schedule tab.
  3. Click Edit Standard Dues Schedule button.
  4. Click Multi-Athlete Discount drop down and select Yes - Percentage.

    Membership Standard Dues Schedule

  5. Fill in your discount fields that will apply.
  6. Select the Chart of Account to which the discount will be applied.
  7. Check the Select Discount checkbox for all Billing Groups/Sub Billing groups that will be included in this percentage discount. The percentage will be calculated on the total for ONLY those billing/sub billing groups selected. Consider this scenario.
    1. Four billing groups, each at $100
    2. Three of the billing groups have Select Discount checked, the fourth does not
    3. Discount for three athletes is 10%
    4. Family has four athletes, one in each group
    5. Three athletes get a $30 discount: $100 * 3 * 10% = $30
    6. Fourth athlete is $100 because their Billing Group gets no discount
    7. Total price: $300 - $30 + $100 = $370
  8. 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 for one month it charges ($150+400)*90%=$495.
  9. NOTE - the numbers in the fields will not reflect your discount, so run the Billing Simulation Report to confirm the discount has been properly implemented.

See Also
Multi Athlete Discount by dollar amount for recurring billing
Billing Simulation Report
See Account Level recurring charges for all accounts

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
  32. Billing: Automatically send monthly invoices

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