Billing Management ← Knowledge Base Billing System VIDEO Tutorials What is Accrual Based Accounting vs Cash Based Accounting? Warning in the invoice and payments area Bringing balance forwards or previous balances over to start the billing system Make, record, enter or add a payment Billing: Create or add a New Credit invoice Billing: Additional Per Account Charges Billing: Additional Per Member Charges Add or create a new invoice item Deleting an uninvoiced item Refund a Credit Balance when refunding by check Enter a bounced NSF check Credit Memo versus Credit Refund Applying the different filters in Billing Admin > Invoices & Payments How can I see the Account Level recurring charges for all my accounts? Billing Simulation Report Billing: Aging Report How do I print a check register or bank deposit form? Generating an Un-Invoiced Report View past invoices / billing history report for accounts Deposit Report Billing: Invoices & Payments Overview tab column headers Billing: Inc & Pay Sum report Billing: Inc Trans Rpt Billing: Inv Rpt Billing: Payment Sum report Billing: CoA Sum report Billing: ACH Status - failures and processed amounts Billing: Rec Inv Sum, credit cards processed Can I post a payment against a chart of accounts? Billing: Delete/hide/unhide chart of accounts (CoA) Billing: Merge chart of accounts (CoA) Email Billing Summary and best practices Billing: Email invoices and best practices Does TeamUnify handle Escrow accounts? What credit cards are accepted by electronic processing? ACH and Credit Card Failure ACH is still pending Billing: ACH/Credit card FAQs What do these codes mean when I see the results of an ACH run? Credit Card and ACH Security Refunding Past/Historical Credit Card / CC charges Billing: Credit card expiration failure and report Refunding on demand or Credit Card /CC payments Billing: Delete an Account's credit card or ACH information Billing: On demand charges and payments for Admins Do NOT active accounts with a CC or ACH for autopay still get charged? Billing: Void a CC transaction immediately (instead of using Refund option) Is there a "Processed ACH report" PDF like there is a credit card PDF report for auto payments completed via ACH? Billing: Set up auto pay for a family Are accounts notified when an on demand payment fails? Billing: Refund an ACH payment or credit card donation Can I use a debit card for credit card processing? Service Not Allowed error when using debit card in Canada Invalid Term ID error when using a credit card How do I change the bank account into which TeamUnify site deposits payments? How do I generate a meet fee breakdown PDF for a Meet? Billing: Export and bill from Team Manager events file Billing: View invoices/payments from account's perspective What bills on the first in the automated billing system How do I add notes on invoices? How do I delete my payments in the IIF import? QuickBooks CoA shows $0 or negative amount after IIF import and Account Type set to Bank Add or edit a billing group Billing: Email auto pay instructions - Notify families team accepts credit cards/ACH How do I print an invoice? How do I see what admin posted a payment or invoice in the billing system? Billing: Update team credit card/ACH account used to pay TeamUnify invoices How do you change who receives the TU invoices? How to Add Free Billing Account and Member View what goes into a QuickBooks IIF file from SwimOffice View contents of a QuickBooks IIF file Alternatives to view IIF files Manually enter SwimOffice transactions into QuickBooks IIF import created new Undeposited Funds account How QuickBooks views refunds made in SwimOffice Quickbooks - Can I use Account numbers? Billing: Do SwimOffice QuickBooks Import IIF files work with QuickBooks Online? QuickBooks IIF File was imported but I don't see the receivables/invoice in my reports (Canadian date issue) Undeposited Funds - QuickBooks QuickBooks error line 6 QuickBooks is not importing IIF file - multiple line errors (error line 6,9,15 etc) on first import Why are my transferred QB amounts negative? QuickBooks: Dealing with undeposited funds QuickBooks - Recording payments in QuickBooks undeposited funds to bank QuickBooks Error - you cannot have multiple AP or AR accounts (error varies) QuickBooks error line numbers. How do know what the line number is referring to? When does the QuickBooks IIF file generate? QuickBooks IIF import error - Can’t record a negative payment QuickBooks Error 21 or Tax Field Error given on IIF import When do my invoices generate and my billing run? Why are late fees being charged on suspended and canceled accounts? Why did my canceled accounts or suspended accounts receive an invoice email? Why do my canceled accounts appear under invoices & payments? Will the recurring charges post to suspended / canceled accounts? What email gets an emailed invoice or email billing summary? Viewing Past or Current Invoices Generated Reconcile the differences between TeamUnify and C & H Financial Services (formerly Process Pink) Double bucket billing - two bank accounts for deposits What will the Account see in their invoice for dollars donated? Billing: Avoid double billing accounts with Online Registration and recurring billing Billing: ACH - Invalid account number Relationship of Billing Groups, Roster Groups, Registration Groups, Locations Billing: Change/edit payment methods in Account Billing: Add a payment type as a family Billing: Non Admin update/change credit card Billing: Generate meet fees for unattached swimmers from results Billing: Invoice and charge meet fees Billing: View generated meet fees totals Billing: Cancel/undo/reverse meet fees Billing: Delete a meet fees batch Billing: Revert to generate meet fees (old ver) Billing: Invoice meet fees from an event (old ver) Billing: Invoice meet fees from meet results (old ver) Billing: Create a surcharge for meet fees (old ver) Billing: Cancel/undo/reverse meet fees (old ver) UK Billing: View credit card transactions UK Billing: Reconcile credit card activity - Financial Reports UK Billing: Manually refund credit card transaction Billing: View credit card failures Can TeamUnify reverse charges unintentionally generated on the 1st?