Billing: Set billing due date and late fee

SwimOffice Admin - Super User

To set the invoice due date and late fee date and amount,

  1. Go to Billing Setup.
    1. Chameleon users: In the side menu click Billing Admin > Billing Setup.
    2. New CMS users: In the side menu click Financial Tools > Billing Setup.
  2. Set the Due Date.
    • This will be listed on the invoice but otherwise does not affect anything.
    • Those on auto pay will always have their CC or ACH charged on the 1st regardless of this setting.
  3. Select the Chart of Account for Late Fee.
  4. Set the Late Fee amount (enter 0 if you do not want to charge a late fee).
  5. Set Late Fee generation date.
    • The date will occur in the same month the invoice is generated; it cannot be set to the next month.
    • Those teams with auto pay should set this no earlier than the 15th since ACH payments can take 7-10 business days to go through.
  6. If you only want late fees to be charged to Active and/or Suspended accounts, check the appropriate boxes.
  7. Click Save Changes.

See Also
How do I not charge dues for specific months?
Allowing parents to make CC payment on demand
On demand charge & payment for admins

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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