Billing Management

  1. Billing System VIDEO Tutorials

  2. What is Accrual Based Accounting vs Cash Based Accounting?

  3. Warning in the invoice and payments area

  4. Bringing balance forwards or previous balances over to start the billing system

  5. Make, record, enter or add a payment

  6. Billing: Create or add a New Credit invoice

  7. Billing: Additional Per Account Charges

  8. Billing: Additional Per Member Charges

  9. Add or create a new invoice item

  10. Deleting an uninvoiced item

  11. Refund a Credit Balance when refunding by check

  12. Enter a bounced NSF check

  13. Credit Memo versus Credit Refund

  14. Applying the different filters in Billing Admin > Invoices & Payments

  15. How can I see the Account Level recurring charges for all my accounts?

  16. Billing Simulation Report

  17. Billing: Aging Report

  18. How do I print a check register or bank deposit form?

  19. Generating an Un-Invoiced Report

  20. View past invoices / billing history report for accounts

  21. Deposit Report

  22. Billing: Invoices & Payments Overview tab column headers

  23. Billing: Inc & Pay Sum report

  24. Billing: Inc Trans Rpt

  25. Billing: Inv Rpt

  26. Billing: Payment Sum report

  27. Billing: CoA Sum report

  28. Billing: ACH Status - failures and processed amounts

  29. Billing: Rec Inv Sum, credit cards processed

  30. Can I post a payment against a chart of accounts?

  31. Billing: Delete/hide/unhide chart of accounts (CoA)

  32. Billing: Merge chart of accounts (CoA)

  33. Email Billing Summary and best practices

  34. Billing: Email invoices and best practices

  35. Does TeamUnify handle Escrow accounts?

  36. What credit cards are accepted by electronic processing?

  37. ACH and Credit Card Failure

  38. ACH is still pending

  39. Billing: ACH/Credit card FAQs

  40. What do these codes mean when I see the results of an ACH run?

  41. Credit Card and ACH Security

  42. Refunding Past/Historical Credit Card / CC charges

  43. Billing: Credit card expiration failure and report

  44. Refunding on demand or Credit Card /CC payments

  45. Billing: Delete an Account's credit card or ACH information

  46. Billing: On demand charges and payments for Admins

  47. Do NOT active accounts with a CC or ACH for autopay still get charged?

  48. Billing: Void a CC transaction immediately (instead of using Refund option)

  49. Is there a "Processed ACH report" PDF like there is a credit card PDF report for auto payments completed via ACH?

  50. Billing: Set up auto pay for a family

  51. Are accounts notified when an on demand payment fails?

  52. Billing: Refund an ACH payment or credit card donation

  53. Can I use a debit card for credit card processing?

  54. Service Not Allowed error when using debit card in Canada

  55. Invalid Term ID error when using a credit card

  56. How do I change the bank account into which TeamUnify site deposits payments?

  57. How do I generate a meet fee breakdown PDF for a Meet?

  58. Billing: Export and bill from Team Manager events file

  59. Billing: View invoices/payments from account's perspective

  60. What bills on the first in the automated billing system

  61. How do I add notes on invoices?

  62. How do I delete my payments in the IIF import?

  63. QuickBooks CoA shows $0 or negative amount after IIF import and Account Type set to Bank

  64. Add or edit a billing group

  65. Billing: Email auto pay instructions - Notify families team accepts credit cards/ACH

  66. How do I print an invoice?

  67. How do I see what admin posted a payment or invoice in the billing system?

  68. Billing: Update team credit card/ACH account used to pay TeamUnify invoices

  69. How do you change who receives the TU invoices?

  70. How to Add Free Billing Account and Member

  71. View what goes into a QuickBooks IIF file from SwimOffice

  72. View contents of a QuickBooks IIF file

  73. Alternatives to view IIF files

  74. Manually enter SwimOffice transactions into QuickBooks

  75. How QuickBooks views refunds made in SwimOffice

  76. Quickbooks - Can I use Account numbers?

  77. Billing: Do SwimOffice QuickBooks Import IIF files work with QuickBooks Online?

  78. QuickBooks IIF File was imported but I don't see the receivables/invoice in my reports (Canadian date issue)

  79. Undeposited Funds - QuickBooks

  80. QuickBooks error line 6

  81. QuickBooks is not importing IIF file - multiple line errors (error line 6,9,15 etc) on first import

  82. Why are my transferred QB amounts negative?

  83. QuickBooks: Dealing with undeposited funds

  84. QuickBooks - Recording payments in QuickBooks undeposited funds to bank

  85. QuickBooks Error - you cannot have multiple AP or AR accounts (error varies)

  86. QuickBooks error line numbers. How do know what the line number is referring to?

  87. When does the QuickBooks IIF file generate?

  88. QuickBooks IIF import error - Can’t record a negative payment

  89. QuickBooks Error 21 or Tax Field Error given on IIF import

  90. When do my invoices generate and my billing run?

  91. Why are late fees being charged on suspended and canceled accounts?

  92. Why did my canceled accounts or suspended accounts receive an invoice email?

  93. Why do my canceled accounts appear under invoices & payments?

  94. Will the recurring charges post to suspended / canceled accounts?

  95. What email gets an emailed invoice or email billing summary?

  96. Viewing Past or Current Invoices Generated

  97. Reconcile the differences between TeamUnify and C & H Financial Services (formerly Process Pink)

  98. Double bucket billing - two bank accounts for deposits

  99. What will the Account see in their invoice for dollars donated?

  100. Billing: Avoid double billing accounts with Online Registration and recurring billing

  101. Billing: ACH - Invalid account number

  102. Relationship of Billing Groups, Roster Groups, Registration Groups, Locations

  103. Billing: Change/edit payment methods in Account

  104. Billing: Add a payment type as a family

  105. Billing: Non Admin update/change credit card

  106. Billing: Generate meet fees for unattached swimmers from results

  107. Billing: Invoice and charge meet fees

  108. Billing: View generated meet fees totals

  109. Billing: Cancel/undo/reverse meet fees

  110. Billing: Delete a meet fees batch

  111. Billing: Revert to generate meet fees (old ver)

  112. Billing: Invoice meet fees from an event (old ver)

  113. Billing: Invoice meet fees from meet results (old ver)

  114. Billing: Create a surcharge for meet fees (old ver)

  115. Billing: Cancel/undo/reverse meet fees (old ver)

  116. UK Billing: View credit card transactions

  117. UK Billing: Reconcile credit card activity - Financial Reports

  118. UK Billing: Manually refund credit card transaction

  119. Billing: View credit card failures

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