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:

  1. Sign In
  2. Click Invoices/Payments
  3. 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:

  1. Click Account/Member Admin
  2. Search for your Account
  3. Click the Name of the Account
  4. Click $ Membership Dues Schedule tab
  5. From here you can [Add New] or [Delete] items under “Account Additional Recurring Charges/Discounts”

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See Also
Billing Simulation Report