SwimOffice Admin - Super User
A PDF is not generated but TeamUnify has a dedicated filter to help you track your ACH.
- Go to Billing Admin > Invoices & Payments
- Set “Pay by” drop down to ACH
- Click Search
- The “CC/ACH Status” column will show you those accounts that were processed
- If you like, select all the accounts by clicking the check box next to “Account Name” column
- Click Excel to export, and then you can sort by the CC/ACH Status column