How can I see the Account Level recurring charges for all my accounts?
SwimOffice Admin - SuperUser
A report under Invoices/Payments can show all the recurring charges that you have defined at the account level. To access this report, follow these steps:
- Sign In
- Click Invoices/Payments
- Click [Additional Account Charges Report] button
This report will be downloaded as an excel file. The report will tell you per-account: the Charge Name, CoA, Amount, Frequency (of invoicing), and the Admin who created the charge.
These per-account charges can be edited under the Billing Account Configuration screen. Follow these steps:
- Click Account/Member Admin
- Search for your Account
- Click the Name of the Account
- Click $ Membership Dues Schedule tab
- From here you can [Add New] or [Delete] items under “Account Additional Recurring Charges/Discounts”
Billing Simulation Report