Billing: Seasonal team ONLY - Billing Groups

SwimOffice Admin - Super User

For seasonal teams that do not use the monthly invoicing billing system the Billing Groups will only exist as an optional filter set for your team. They do NOT connect with nor affect the prices in the online registration system.

To change, add or delete Billing Groups,

  1. Go to Team Admin > Team Profile
  2. Scroll to bottom and click Setup Billing Groups/Roster Groups/Locations
  3. Click Billing Group tab
  4. Click Add New or click a Billing Group to edit
  5. Enter data
  6. Click Save Changes
OR
  1. Go to Team Admin > Account/Member Admin > Members tab
  2. Select an Athlete
  3. Scroll down and click the Billing Group drop down to select one
  4. If you need to add or edit a Billing Group, click the cog next to the drop down

  5. Click + Add New or select one from the drop down to edit and click Edit
  6. Make your updates
  7. Click Save Record
  8. Click Select to choose the Billing Group
  9. This will bring you back to the member profile with the new update
  10. Click Save

A Free Billing Group has NO effect on the registration system.

If you want to not charge athletes to register (for example their parent coaches, are on the board, etc.), see best practice for registering Board Members' and Coaches' athletes.

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See Also
Seasonal teams - User Guide
Can't delete a Billing Group

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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