Prices and Billing

Below are instructions to setup prices and billing options for a program after logging into Swim Manager and proceeding through adding groups to season programs or sessions to lesson/clinic programs within the program setup process.

1. Within the Prices & billing options section, the default selection is to apply recurring billing or a pay in full option to all groups or sessions
   1. Recurring billing: Enter a dollar amount split into multiple payments processed monthly or quarterly
   2. Pay in full: Enter a dollar amount for athletes to pay in full

• Note: Based on the selections applied, the amount per installment will update dynamically (displayed in grey)
• Note: Recurring Billing has been replaced with Payment Plans. 
• Note: Payment Plans has been replaced with Billing Schedules.  See related article for details - Billing Schedules.  If your program was created on or after July 2nd, 2018, use the Billing Schedules article

2. (Optional) Click Advanced options for additional billing types and settings 
3. Within the Billing types section, select the following options:
   1. Pay in full

• Note: Uncheck to remove this option

2. Recurring billing

• Note: Uncheck to remove this option
• Recurring billing schedule (1st of every month or 15th of every month)
• Send registrants an email notification 1, 2, 5, 7, or 14  days in advance of billing
• Collect first payment at time of registration

4. Within the Billing settings section, select the following option:
   1. Same billing settings for all groups

• ​Note: Uncheck this box to change billing options for each group or session

5. Within the Payment options section, select the following options (optional):
   1. Proration: Prorate the price when athletes register after the season start date

• Example (No Proration): A swimmer registers half-way through the monthly payment period - without proration, the athlete pays the entire monthly amount due for that period, and then the entire next monthly amount due when the subsequent payment date is reached
• Example (Proration): A swimmer registers half-way through the monthly payment period - with proration, the athlete only pays half of the monthly amount due for that period

2. Offline paym​ents: Give registrants the option to pay in-person

• ​Note: Checking this box displays a new field to enter offline payment instructions displayed to registrants (optional)

6. Within the Volunteer buyout section, enter an amount that families may pay to buyout of volunteer duties

• Note: This option only applies to Season program Groups
• Note: See article Allow Volunteer Point Buyout 

7. (Optional) Click Setup GL code button to assign one

8. (Optional) Add Deposit Amount on each Group

• See article: Setting Up a Deposit in Swim Manager 

9. Click Save
10. Proceed to discounts and fees section

• Note: After registration begins, any changes on this page will only apply to future registrations and do not affect existing registrations