SwimOffice Admin - Super User

The system charges based on the outstanding balance on the 1st which is usually a combination of the following:

  • Non recurring invoice items and credits generated the previous month
  • Recurring fees invoice items generated on the 1st
  • Outstanding credits and invoice items older than one month

Make sure to run the Billing Simulation Report a few days before the 1st to see what people will owe on the 1st and to make any needed account adjustments prior to the credit cards or ACH accounts being charged.

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See Also
View Invoices and Payments from an accounts' perspective
Generating an Aging Report (30, 60, 90)