Payment Methods
Learn About All the Ways to Get Paid and Manage Payment Methods
Capturing Payment Sources For TeamsHow to capture ACH/Bank or Credit Card info from customers seamlessly via an emailed link or manual capture. Use this method to easily help customers add/edit/change their payment method through…
How to use BACS to collect payments from members' bank accounts via direct debit (UK Only)How you can add UK bank accounts for members, and charge those bank accounts for one-off or automatically charged recurring invoices.
How do I update my payment information for my Coworks Subscription?How to edit your payment information to pay for your Coworks subscription
How do I pass payment processing fees for credit card or bank account payments to the member?How to edit the settings for passing transaction fees (for credit cards or bank accounts) to your members.
How do members add their own payment sources in the mobile app?How members can add credit cards or bank accounts for ACH on their own directly via the member mobile app.
How To Accept Partial Payments By Splitting An InvoiceHow to split an invoice into two smaller invoices to facilitate partial payments or initial deposits from customers
Payment Sources in CoworksCollecting money with Credit Cards, Bank Accounts, and ACH transfers. Why I should use each one and why should I avoid ach transfers?
How can members add their ACH payment information on Android?How members can add bank accounts for ACH on their own directly via the mobile app.
Having trouble verifying a bank account as a payment method?What to do next if the bank account verification has failed.
How do I add or update a credit card or bank account payment method for a team?How to manually add or update the payment source on file for a team/member. This is used for their recurring membership and invoices.
What to do when a member sees the "Cannot add card. See manager" error message when adding a credit card.What to do if a member is trying to update their payment information and gets this error message
How to charge or accept upfront/advance payments from membersHow to handle a member paying early or in advance for their upcoming recurring membership fee.