Billing: Disable/remove option to pay by check/mail payment

SwimOffice Admin - Super User

As a best practice, TeamUnify recommends removing the option to pay by check when you have electronic processing. This results in better, more consistent cash flow and less hassle from having to chase down payments and dealing with bounced checks. To implement this,

  1. In the side menu click Billing Admin > Billing Setup.
    Payment Option Settings
  2. Check Remove Option to Pay Manually. If you have TU Lessons, check the same box under the Lessons Recurring Payment Options.
  3. Additionally, consider checking these options:
    • Disable the Remove Card functionality so that they must contact you to remove a CC from the system.
    • Disable the Remove ACH functionality so that they must contact you to remove an ACH account from the system.
  4. Click Save Changes.

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See Also
Lessons: Disable option to pay by check
Payment Manager set up / Payment Option Settings
Delete an Account's credit card or ACH information

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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