Billing: Rec Inv Sum, credit cards processed
SwimOffice Admin - Super User
In the side menu click Billing Admin > Reports. This will take you to Recurring Invoice Summary tab, which is also accessible via Billing Admin > Invoices & Payments > Rec Inv Sum.
On the left is a list of PDFs with a monthly summaries of invoice amounts and payments made.
On the right is a list of PDFs with monthly summaries of credit card transactions and reasons for failures. Those links that end in ".Sec.pdf" are for teams with double bucket billing; they show transactions deposited to their secondary bank account. Those without double bucket billing can ignore these.
ACH Status - failures and processed amounts
Void a CC transaction immediately (instead of using Refund option)
Credit card expiration failure and report