SwimOffice Admin - Super User

Whether you are just getting started with electronic processing or you have new families who have yet to set up a credit card or ACH account on file, SwimOffice offers a way to invite people to sign up for auto pay with instructions how.

You can preview what the email looks like before you send it if you like.
  1. In the side menu click Team Admin > Account/Member Admin.
  2. Click Communicate > Electronic Payment Intro. If you want to change it,
    Electronic Payment Intro selection in Communicate menu
    1. Select and copy the text.
    2. Close the popup.
    3. Use your filters to search for Accounts if needed.
    4. Select one, many, or all Accounts.
    5. Click Communicate > Send New Email.
    6. Enter your Subject, such as Electronic Payment Signup Procedure.
    7. Paste the text in the Message area.
    8. Click Send.
  3. Otherwise, follow the below steps to send our templated email.

You can send the notice one of two ways. One is through Account/Member Admin.

  1. In the side menu click Team Admin > Account/Member Admin.
  2. Use your filters to search for Accounts if needed.
  3. Select one, many, or all Accounts.
  4. Click Communicate > Email Autopay Instructions, then click OK to confirm.

Email Autopay Instructions selection in Communicate menu

The other is through Invoices & Payments.

  1. In the side menu click Billing Admin > Invoices & Payments.
  2. Use your filters to search for Active Accounts.
  3. Select one, many, or all Accounts.
  4. Click Email Auto Pay Intro.

Select accounts, click Email Auto Pay Intro button

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See Also
Set up auto pay for a family
Require Accounts to save credit cards for auto pay in Registration