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Team Billing
Team Billing: Invoices & Payments Overview
Team Billing: Invoices & Payments Overview
Updated over a week ago

SwimOffice Admin - Super User

Below is an explanation of what all the column headers in the accounts listing within Invoices & Payments mean. To get here, click Business Tools > Invoices & Payments. From there, make selections and click Search or click View All to view the report.

  • Account Name: Click to view Account Info, Payment Setup, and Membership Dues Schedule where you can set up individual account recurring charges and discounts.

  • Invoice: Click Current or Past to view those invoices, respectively.

  • Viewed: Indicates the last date the parent viewed their invoice.

  • Prev Acct Bal: Amount owed last month.

  • Current Inv: Amount owed this month (not including previous account balance).

  • Pmts: Payments made this month. Click New to enter a new payment. Click ALL to view all payments made.

  • Cr Memo: Credits posted this month.

  • Refnd Cr: Refunds given this month.

  • Non-Recur Chrg: Non-recurring charges posted this month (not invoiced yet).

  • Acct Balance: Amount currently owed. Click view to see the current month's activity. Click [History] to see activity for a date range.

  • Total Income this Month: Recurring + non-recurring fees - credits, all created this month.

  • Recur Chrgs: Recurring fees that are due to be charged next month.

  • Tot Next Inv: Total amount due next month (account balance + upcoming recurring fees).

  • CC/AC Status: Status of last auto-pay charge for CC or ACH.

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