Financial management
SwimSystem collects payments by Pix, boleto (Brazilian bank slip) and credit card into the organization’s own payment account, linked to the Asaas payment gateway. This chapter covers:
- Financial management › Billing overview: the organization’s one-off charges (annual fees, other fees), with the Billing templates and Billing types that organize them.
- Financial (Orders) on the entries screen: the payment orders for each meet’s entries.
- Settings › Financial: the payment account and the default charge values.
- Subscription: the organization’s plan on the platform and its invoices.
Who can see finance
Section titled “Who can see finance”The Financial management group appears when the plan includes the financial module. To open the screens, your user must be an organization admin with the Finance permission turned on (under Users). On top of that, financial screens ask for the two-step verification code; without it turned on, finance stays locked.
From every paid charge, the platform automatically keeps the percentage set in the organization’s plan; the rest stays in the organization’s account.
Two-step verificationTurn on the authenticator app code and why it is asked again every 15 minutes.
Payment accountCreate the gateway account, set the default interest, late fee and due date and customize the invoice.
One-off chargesThe Billing overview screen: track, create, resend and remove charges to clubs.
Billing templates and typesReady-priced items (annual fee, other fees) and the categories that group them.
Entry ordersGenerate the entry charge, follow its status, give a discount and record a cash payment.
Subscription and platform invoicesThe organization's plan, invoice history, PIX Automático, credits and add-on services.