SwimOffice Admin - SuperUser or Lesson Admin - Full

The Monthly Report allows you to view transactions for recurring monthly classes, see what payments are still pending, and fix failed CC transactions.

  1. Go to Lessons Admin.
    1. Chameleon users: In the side menu click Team Admin > Lesson Admin.
    2. New CMS users: In the side menu click Classes & Lessons > Lessons Admin.
  2. Click Acnts/Revenue tab.
  3. Click Monthly Rpt button.
  4. From here you can do the following.

    Monthly Report: Payment Status

    • Search for and view any prior month's billing. The default is the current month. You may set the Pay Status filter to --ALL-- pay statuses, or just Paid or Not Paid.
    • Print NOW! the list.
    • Refund a check or CC payment.
    • Fix a failed CC payment by clicking Add/Change CC.

__________
See Also
Change Payment Type for monthly classes
Find and fix credit card failures in monthly billing
Refund check or credit card