Roll up Invoice Functionality

If a team has roll up turned "on": For a given swimmer... If they have an active enrollment under the club, new invoice items get attached to that subscription and will be charged the next time the enrollment is invoiced. If they don't have an active subscription, pending invoice items are added to the customer. These pending invoice items will get charged in one combined invoice on the first of the next month.

If a team has roll up turned "off": We create a draft invoice, combine sibling invoices into 1 for that given meet and let the user pick to either send the invoice for manual payment or charge the payment method on file.

In both cases, all the information is clearly visible on the customer billing screen.

Why improve the roll up Invoices feature?

We built this feature to solve some of the confusion around Commit’s “Roll up invoices” feature. These new changes make the process more clear and offer our users more flexibility in how they run their swim club. Previously, this feature worked a bit like a black box with little visibility into what was happening. Three major shortcomings were:

1. If the user decides to push through the fees instead of waiting for the next subscription payment date from a customer, invoices don’t appear for those rolled up charges on meet fees or one-off payments.
2. If a customer does not have an active subscription, then the fees for meets and one-off invoices are not rolled up, they are charged right away.
3. It is difficult to see what is happening behind the scenes for rollups due to a lack of information in the UI.

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What does roll up invoices look like in Commit?

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ONE - Under settings you can toggle roll-up invoices "on" or "off".

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TWO - With roll-up invoices "on", meet billing will look like this...

THREE - And previewing an upcoming invoice, will show the enrollment fees + meet billing:

FOUR - All rolled-up invoice items will appear on a customer's account under "pending invoice items":

FIVE - With roll-up invoices turned "off", meet billing will give you the option to "charge" or "send" an invoice:

SIX - Sending an invoice will leave it open on a customers account until they manually pay it:

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Other Recent Improvements to Commit:

1. Removed sub groups showing up bug
2. Removed folders showing up bug
3. Increase group limit on programs from 10 to 15
4. More accurate invoice previews
5. Include invoice preview on parent accounts
6. Ability to delete a draft invoice
7. Include invoices paid for $0 because of balance adjustments

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