SwimOffice Admin - SuperUser or Lesson Admin - Full
The Monthly Report allows you to view transactions for recurring monthly classes, see what payments are still pending, and fix failed CC transactions.
- Go to Lessons Admin.
- Chameleon users: In the side menu click Team Admin > Lesson Admin.
- New CMS users: In the side menu click Classes & Lessons > Lessons Admin.
- Click Acnts/Revenue tab.
- Click Monthly Rpt button.
- From here you can do the following.
- Search for and view any prior month's billing. The default is the current month. You may set the Pay Status filter to --ALL-- pay statuses, or just Paid or Not Paid.
- Print NOW! the list.
- Refund a check or CC payment.
- Fix a failed CC payment by clicking Add/Change CC.