Family Accounts & Payments

Adjustment Tender & Security
For financial security reasons, certain tender / payment types can be restricted to specific user groups.   eg: Only Supervisors or Managers are...
Sat, 29 Aug, 2015 at 5:57 PM
Bulk Invoice Generation
To create attendances and invoices for the period you will need to do what is commonly referred to as a "Billing Run". 1. Click on the "A...
Tue, 22 May, 2018 at 3:19 PM
How to reverse failed / declined Direct Debit payments (Direct to Bank transactions)
APPLIES TO:  Direct Debit transactions processed through Direct to Bank processing channels There are times when customer direct debit payment request...
Sun, 6 Dec, 2015 at 4:33 PM
Importing BPay Payments
Banks currently supported:  NAB File formats supported: BRF (BPay Remittance File) 1. Download the BPay Remittance File (BRF) from your Inte...
Fri, 1 Jan, 2016 at 6:26 PM
Reversing an Incorrect Payment
A payment in SimplySwim can not be deleted.  If an incorrect payment has been made on a family's account you can make a negative payment to cou...
Mon, 18 Jul, 2016 at 9:34 PM
Adding a Message to All Statements
You are able to add a message to your SimplySwim statements which will appear on the statement as shown below. To add or change the Statement Messag...
Sun, 28 May, 2017 at 4:50 PM
Sending Statements by Bulk
After the invoices have "Generated Invoices" (find out how to do this here) and you have checked a couple of families to make sure they accounts a...
Wed, 30 May, 2018 at 8:04 PM
Outstanding Fee's
The "Outstanding Fee's" tool is great for following up people with outstanding balances. With a few clicks you can send out an e-mail & S...
Thu, 26 Nov, 2020 at 11:50 AM
How to Upload a QIF file
Once your payments have gone through to your bank you are able to upload a QIF file into SimplySwim for it to mark off payments against the families. 1....
Wed, 30 Oct, 2019 at 4:18 PM
Crediting Individual Attendances
This article takes you through the steps on how to configure your Non-Attendance Reason to be able to refund the value of the attendance and mark the attend...
Tue, 17 Mar, 2020 at 1:42 PM