SwimOffice Admin - Super User or Financial Admin - Full Access
Billing meet fees is a two-step process.
Generate a meet fees batch from either
Invoice and charge meet fees.
This article covers step 2.
Once someone has generated a meet fees batch, a Super User or Financial Admin - Full Access can generate invoices for everyone in the batch, and/or charge those fees immediately to anyone with a credit card on file. Those without a CC will see the charges show up on their next month's invoice.
Access meet fees batches
If you just now generated a fees batch and are still on that screen, or you clicked a link in an email about batch meet fees that were generated, skip down to Process meet fees batch.
Otherwise, from the left navigation menu, click Billing Admin > Invoices & Payments.
Click Meet Entry Fees Batches.
Note: If you don't have a Meet Entry Fees Batches button, you must activate Generate Meet Fees v2 (Billing Admin > Billing Setup > check Generate meet entry fees on entry file generation, click Save Changes).
A list of all batches needing to be processed is displayed.
Customize Columns — Use to include more data, such as Batch Generated By and Total Fees.
Saved Views — The default view is Pending Batches. where the Invoiced Status filter is set to None and Partial. TU supplies two other views—All Batches and Completed Batches. Select a different one or create your own, then click Done.
Select one or more batches and click Edit > Delete to delete them.
Select one or more batches and click Export > Custom Excel Export to create a spreadsheet of the selected batches.
Click expand if you've added more columns so you can see all the data at once. Click again (it will now say collapse) to return to the normal view.
Click a batch number to access its details, invoice the fees and/or charge them.
Process meet fees batch
Once a batch is clicked/generated, the batch number, any notes from whoever generated the batch, and a summary of events and charges appear.
Dollar amounts show $0 until the batch is generated.
You can do the following.
Select one, several, or all checkboxes by Members' names.
Email Accounts or Members, by clicking Communicate, and one of the following.
Email Accounts of the selected Members, or Email Members (only if they have a valid email in their profile) and CC their Accounts.
Next, compose your email and click Send.
To generate an Excel spreadsheet of all the data, click Export > Custom Excel Export. Select any additional fields you want to include and click Generate Report.
To generate invoices and/or charge credit cards for fees, click Action, then one of the following (available to Super Users only).
Create invoice items & Charge CC — Create invoices for all selected Members. Those with CCs on file will get charged immediately. All families will receive an email with a link to view the charges. Those without CCs will see the charges on next month's invoice.
Create invoice items Only — Useful if your team does not have electronic processing, or you want to let Auto Pay take care of the charges on the 1st of next month, along with any other charges in their account.
Charge CC Only— This will only work if you have created invoice items first. This is useful if you tried charging their CC before but it failed, they have since added a CC to their account, or you only invoiced them first. In order to see Members for whom this is true,
Click Customize Filters.
Click Invoiced? on the left, Yes on the right, Done.
You may now select your desired members, then click Action > Charge CC Only.
Click OK to confirm, and then you will see the results of the CC processing.
After selecting 4a or 4b, you will enter and review the fees.
Option 1 pulls in the individual event and relay fees from the meet setup.
Click View/Edit to see those fees listed in the Team Charges column. You may click Edit in any row to change any of those fees.
Click Select if you want to choose a different meet.
If you want to enter different fees across the board, or the meet setup does not have any Team Charges defined, select Option 2: Use Custom Fees, then enter the Individual Event Fee and Relay Event Fees (which is charged per athlete, NOT per relay). This updates the total.
The Meet name appears on each person's invoice. Change it if desired.
Enter the per athlete Surcharge, if any; the system does not pull any surcharges from the entry file, so please add any surcharge applicable. This updates the total.
Select the Chart of Account to use for all these fees.
The totals reflect the individual event fees, relay fees, and surcharges and dynamically update if you change any of them.
Carefully review all the charges for each athlete and click Cancel if something isn't right. Once your invoices are created, they are not easily edited.
If you previously created invoices for any Members, you will see this warning.
You will also see the warning next to the specific Members.
Click Cancel, uncheck those members in the list, then generate the invoices again (4a or 4b). If you ignore the warning, it simply will not invoice nor charge them again.
Once you see the total fees at the bottom and are confident all charges are correct, click Create Invoice Items & Charge CC (if you selected 4a) or Create Invoice Items Only (4b).
If you elected to charge those accounts with a CC on file (4a or 4c), you will see the results of the CC processing.
As mentioned earlier (step 4a), those who were invoiced will receive an email letting them know they were invoiced for meet fees with a link to view them.
Invoices generated will show up in each Account, as will the CC charges, if any.
Users can log into their account and see these invoices and charges (My Account > $ My Invoice/Payment > Your Total Projected Amount Owed), like in the example below.
