SwimOffice Admin - Super User

To add or edit a Billing Group,
  1. Go to Billing Setup.
    1. Chameleon users: In the side menu click Billing Admin > Billing Setup.
    2. New CMS users: In the side menu click Financial Tools > Billing Setup.
  2. Under Billing Group Setup, click the Setup Billing Groups/Roster Groups/Locations link.

    Billing Setup Screen

  3. Click Add New or click an existing Billing Group.

    Setup Billing Group

  4. Enter Billing Group Name.

    Add/edit Billing Group

  5. Setting Free Membership for this Group? to Yes will result in no recurring fees for those in the Billing Group. This group will not appear in Billing Admin > Billing Setup > Membership Dues Schedule.
  6. Click Save Changes.

Billing Groups will now be available throughout the system from Membership Dues Schedule to email filters to Account/Member Admin.

__________
See Also
Setting up a dollar based Multi-Athlete Discount
Setting up a percentage based Multi-Athlete Discount
Billing meet fees from the results file