SwimOffice Admin - Super User

A PDF is not generated but TeamUnify has a dedicated filter to help you track your ACH.

  1. Go to Billing Admin > Invoices & Payments
  2. Set “Pay by” drop down to ACH
  3. Click Search
  4. The “CC/ACH Status” column will show you those accounts that were processed
  5. If you like, select all the accounts by clicking the check box next to “Account Name” column
  6. Click Excel to export, and then you can sort by the CC/ACH Status column

See Also
How do I know when my account put their Credit Card/ACH into the system?
How secure is setting up Auto Pay?
ACH/Credit Card FAQs