Admin Level - Financial Admin - Full Access

The Email Billing Summary button simulates the entire upcoming month’s worth of non-recurring and recurring charges that the account owes the team as of the day you send it. The idea is to give all the accounts a heads-up as to what charges will be on their invoice on the 1st.

To do this,

  1. Navigate to Invoices & Payments.
    1. Chameleon users: In the side menu click Billing Admin > Invoices & Payments.
    2. New CMS users: In the side menu click Business Tools > Invoices & Payments.
  2. Select Active from the Account Status dropdown.
  3. Click Search.
  4. Select all by clicking the checkbox next to Account Name column header.
  5. Click Email Billing Summ, and then OK to confirm.

Although the recurring charges will remain the same (these are already set in the system under Billing Setup), the non-recurring charges (such as meet fees, apparel, travel fees, etc.) will change throughout the month. This will let the account know what WILL BE CHARGED/OWED on the 1st of the month.

TeamUnify suggests you send this out 5-7 days before the 1st so the accounts have time to let you know of any anomalies on their account.

In the Automatically send monthly invoices setup, if you select the Do not automatically send monthly invoices option, then it is up to you to email your invoices on the 1st.

Communicating with Accounts

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See Also
Billing Simulation Report
Automatically send monthly invoices
Email Invoices and Best Practices