SwimOffice Admin - Super User

To allow your accounts to have the ability to make a payment any time, first note that:

  • You MUST have credit card functionality implemented on your site.*
  • You MUST have your billing system TURNED ON.**

Assuming those are both true please follow the steps below.

  1. In the side menu click Billing Admin > Billing Setup.
  2. Scroll to the bottom of this page you will see a section called Setup Account Processing Fees For OnDemand Electronic Payment.
  3. From here you will be able to create the options for the accounts.
    • Enable Individual Account Payment — Set to Yes to activate.
    • Minimum Payment Amount.
    • Enter Amount Per Transaction Fee and Percent Per Transaction Fee — You can do either or both. Important: Passing along these surcharge fees is illegal in certain states (CA, CO, CT, FL, KS, ME, MA, NY, OK, and TX as of October 2016).
    • Chart of Accounts for per Transaction Fee.
    • Charge Per Transaction Fee if Payment Fails — A fee gets charged to your team if a payment fails but the percentage does not. If you in turn pass along this fee, it will create an invoice for it in the family's account.
    • Hour Delay Between Failed Payments.
  4. Click Save Changes.

To show your parents how to use this feature, send them this link:

*If you are interested in Credit Cards for your team please email info@teamunify.com.
**If you would like your billing turned on please email billingactivation@teamunify.com.

See Also
Refund an Account's/Family's on demand payment
ACH/credit card FAQs
On demand charges and payments for Admins