Team Unify - Bringing Teams Together

Billing Capabilities

Taking Team Billing a Step Further to Ensure Your Teams Financial Health

TeamUnify has taken team billing and dues collections management a step further. The entire billing toolset is seamlessly integrated within the TeamUnify platform, giving you a complete, 360-degree financial view of your members billing and payment status and histories. As a result, team administrators can access and maintain key financial information, such as:

   :: Invoicing, Dues Entry and Tracking
   :: Credit Card Processing (Unattended)
   :: Post Payments
   :: Fundraising Manager
   :: Member dues levels and pricing
   :: Email and/or Print Invoices
   :: Current and Historical Invoice Summaries
   :: Secure Member and Administrator Account Access
   :: Member Payment and Deposit Histories
   :: Powerful Pre-Defined Reporting (Excel Export)
   :: Auto Late Fee Assignment
   :: QuickBooks Integration

::	We Understand Your Unique Billing Needs

Because every team is different TeamUnify has developed a plaform that can support everything from the most basic dues processing to complex multi-family member models, including:

   - Manual Payment Tracking: A requirement for all teams
   - Multiple Member Discounts: Configurable by each teams needs
   - Fundraising Collection Credit: Apply credits to each member
   - Credit Card Processing: Integrated dues processing and data collection

Key Billing Features

Benefits

Member Dues Commitments

Robust reporting allow you to easily track and report on all relevant payment information, giving your entire team administrators on-demand access to the data they need to best serve your members.

Member Dues Invoicing

A dream for any team manager is the ability to create automated invoicing programs to make sure that payments are received in a timely fashion. Automated reminders and administration notification that notifications have been sent to slow payers for complete team visibility.

Payment Histories

Team administrators can now post payments to member accounts and quickly see histories by team or individual member. Automated invoicing and payment reminders have customizable notification thresholds established. Quick look reports to show current or slow payers are a few mouse clicks away.

New Account Classification

Each team member or members will reside inside a specific account. Each account will be the primary billing and contact collection area and where team members will administer billing commitments and as well view billing histories. Billing accounts will have one single point of contact.

Support For Multiple Sub-Members Per Account

Once inside a specific billing account, one or more team members can be added per account. From one to many members can now be easily added to more effectively manage families where there is more than one member. Each member will be associated to a group, billing attributes, and have specific and editable information about each member.

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:: Frequently Asked Questions