SwimOffice Admin - SuperUser

The billing simulation report is critical to your billing system. This report will simulate the actual billing run that happens at 12.01am PST on the 1st. Generate this report, note any incorrect invoicing, fix in your billing system and run this report again.

Please run this report until your billing is accurate. To do so,

  1. Go to Billing Admin > Invoices & Payments
  2. Click Billing Simulation Report
  3. Open the Excel spreadsheet it generates

Once your billing runs on the 1st, if there are mistakes, you will need to manually fix through credit or debit invoices. TeamUnify CANNOT roll back billing systems, fix the error and roll it again. If this is required there may be additional costs involved in engineer time to correct. If you have questions on how to fix your billing structure before the invoices are generated please do not hesitate to contact support@teamunify.com.

See Also
Email Billing Summary and Best Practice
Refunding OnDemand CC payments