Billing: Purpose of Board Members / Coaches FREE Billing Groups

SwimOffice Admin - Super User

When a Billing Group is designated as FREE, no recurring charges will be generated for any members in that Billing Group if the billing system is active (except recurring charges defined at the account level). This includes everything in the Membership Dues Schedule--Standard Dues Schedule (Free Billing Groups are not even displayed there), Additional Per Account Charges, and Additional Per Member Charges.

These Free designators are irrelevant for seasonal/summer teams that do not have their billing system active. All billing activity happens in the online registration system. Free Billing Groups are tied to our billing system which summer teams do not use. If you would like to take this Free designation off and leave as just Board Member or Coach so it doesn’t cause confusion do the following steps:

  1. Click Team Admin > Team Profile
  2. At the bottom click Setup Billing Groups/Roster Groups/Locations
  3. Click Board Members or Coaches Billing Group to edit
  4. Change the "Free Membership for this Group?" drop down to No
  5. Click Save Changes
  6. Use these Billing Groups for notation only, i.e., to separate them from the athletes

See Also
Create/add/edit Billing Groups
Seasonal teams ONLY - Billing Groups

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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