Billing
These are articles related to billing with Coworks
By DeShawn and 1 other2 authors85 articles
Billing
Learn More About Billing Related Items
- How to change the recurring billing date on a team's membershipHow to edit the monthly bill date for an existing team's recurring membership
- Monthly Billing Intervals ExplainedExplaining the billing periods for monthly recurring invoicing
- How to add multiple billing admin email addresses to a teamHow to set up multiple email addresses on a team to receive emailed membership invoices.
- How can I edit a team's billing plan?How to adjust a team's membership by editing their plans, adding or removing discounts, or changing their payment method.
- How do I add a billing plan to an existing team?How to add a recurring plan to a team's membership.
- How do I change the default billing cycle date for my account?How to change the default bill date for recurring plans and memberships.
- How do I add a billing plan to a new team?How to add a new team with a recurring billing membership.
- How do I prorate a team's billing plan or give them a free trial?How to prorate a team's plan or delay the start of their billing.
- How do I schedule a team's billing plan for a future bill date?How to queue up a membership billing cycle for a team so their billing starts on a date in the future.
- How do I see who hasn't paid their bill?How to view unpaid invoices or membership charges.
- How to view and adjust a team's balanceHow to see and edit the account balance for a customer, which can be used to apply credits towards their invoices
Invoices
Guides for Invoices
- How to create a one-off invoice and pause the next invoice created by a membershipHow to create a one-time invoice or charge, and pause the next invoice that would be created by the membership.
- How to view and sort invoicesHow to see all of your invoices, filter them by status, and sort them based on creation date, due date, or amount.
- How to remove pending invoice items from an upcoming invoiceHow to edit a team's next invoice and delete pending invoice items or prorations.
- How to set up emailed invoice receiptsHow to add email addresses to receive emailed receipts for a team's recurring billing invoices.
- What do the invoice statuses mean?This article will explain what the different statues of invoices mean.
- How to exempt invoices or teams from incurring custom feesHow to prevent or skip custom fees from being charged on specific invoices or for specific teams.
- How do I resend an invoice?Instructions for how to resend or re-download an invoice.
- How do I close or delete an invoice?How to close, delete, or remove a previously sent charge or invoice.
- How do I view an upcoming invoice?How to preview a team's next invoice in the Coworks dashboard.
- How To Update An Existing InvoiceHow can I change, update, or edit an invoice sent to a member or team?
- Invoices and their lifecycleCurious on the different options for invoices and how they are created? Curious about the possible statuses of an invoice?
- How to issue invoice credit notes to reduce the invoice amountHow to edit an existing unpaid invoice to reduce the amount due by issuing credit notes on the line items
- What are Paused invoices?What is the Paused invoice status, how does it happen, and what does it mean for my money and future invoices?
- Why do customer invoices have a Wells Fargo ACH payment link on them?Noticing a strange Wells Fargo account at the bottom of customer invoices when you have a different bank?
- How to set up invoice payment reminder emails before sending invoicesSet up automated reminder emails for upcoming invoices to inform customers when they will next be invoiced
- How do I customize my invoices (branding, footers, memos, etc.) in StripeHow to customize your branding, footers, memos, and payment terms for invoices that are sent to customers from Stripe via Coworks.
- How to Utilize Internal Notes on InvoicesWhere to find (and how to update) internal notes on invoices.
- How do I create a one-time invoice or charge?How to charge or email a one-time invoice to members, or bill guests (non-members) for one-off purchases or non-recurring invoices.
- How do I share a link to a hosted invoice page?How to find the shareable URL for an invoice.
- How can members view or pay invoices and download invoice receipts?Team admins can view and pay their invoices or download invoice receipts directly in the member mobile app.
- Why is there a $0 "Marked Paid" invoice?Noticing a strange $0 "Marked Paid" invoice that you don't recall creating or manually marking as paid?
- How do I add addresses to invoices?How to add mailing addresses for members and contacts to invoices for VAT and other reimbursement purposes
- How do I view or download a past invoice?How to view or download invoices from the Coworks admin dashboard.
- How do members view and access invoices?How members can view their history of invoices and receipts or pay outstanding invoices from the member mobile app.
- Disputed Invoices In CoworksHow to view and mange Disputes on payments or invoices in Coworks and how to understand the different dispute statuses of won, needs response, or lost
- Add Reference Numbers To InvoicesHow to add custom fields to invoices to track reference numbers, Purchase Order (PO) numbers or other labels that should appear on the invoice
- How to set transaction fee behavior for emailed invoicesHow to add transaction fees to recurring invoices that are set to be emailed to customers without default payment methods
- How To Add Teams Without Charging ThemHow to add members or teams without sending them an invoice or charging them for a membership.
- How to change default settings for emailed invoicesHow to change the default due date and accepted payment methods on emailed invoices
- How do I add a one-off charge to a member's next invoice and view it?How to add one-time charges to a team's next recurring invoice.
- How do I change the length of time before invoices are considered late?How to change the number of days until invoices are due.
- How do I manually charge an unpaid invoice?How to manually submit payment for an unpaid invoice.
- How do I disable ACH Credit transfers?How to remove Wells Fargo ACH bank transfers from hosted invoice pages
- How To Turn Off Emailed Invoices For A CustomerHow to create and generate recurring invoices for customers without having them emailed to the team to manage them manually
- How to automatically add in sales tax or VAT (Value-added tax) using custom invoice feesHow to add a custom recurring fee or tax to an invoice
Membership
Information to Help with Memberships
- How can I pause and resume memberships?How to pause memberships and resume or unpause them at a future date
- What is the "Overdue" Membership status?What does it mean when a team's membership status is showing as "Overdue" in the Membership tab?
- How can I see which members are on automatic drafts?How to see which teams are set up for automatic invoice payments.
- How can I see which members don't have a payment method on file?How to view which teams don't have a credit card or bank account on file.
- How to change a membership from emailed to auto-draftHow to change a team from paying via emailed invoice to automatically charging their default payment method on file.
- How to charge members quarterly, yearly, or semi-annuallyHow to add plans to teams that bill in non-monthly intervals such as quarterly, annually, or semi-annually.
- How to skip transaction fees for members who pay by check or cashHow to set up a team to not receive transaction fees on emailed invoices and override/ignore the global transaction fee community settings.
- How to schedule an end date or set up expiring team membershipsIf a team is cancelling their membership, you can either end it immediately or schedule the cancellation for a later date.
Stripe
Learn More About How We Work with Stripe
- What fees does Stripe charge?An overview of the different transaction processing and invoices fees collected by Stripe.
- Stripe | How to edit the "Update Payment Information" link that is included on the failed payment email from StripeHow to disable or update the email communication from Stripe that's triggered when a payment fails and a customer receives an email notice
- How to configure Stripe's billing settings for your accountHave some of your memberships gone missing? Automatically? There's a chance that Stripe is automatically cancelling your memberships.
- How do I turn on Stripe email receipts for payments and refunds?How to enable email receipts for invoice payments and refunds through Stripe.
- How to enable or prevent Stripe from sending "free trial ending" email notifications to your membersThis will enable or stop free trial email notifications when a membership is going to start billing.
- How to remove an application from your Stripe accountHow to remove unwanted third party applications from your Stripe account.
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.
Refunds
Learn More about Refunds
Plans
All About Plans
- Why did my team's plans get removed?What to do if a team's plans were unintentionally removed or the membership was canceled from a team unexepctedly
- How to restore an archived planHow to reactivate an archived plan, so members can sign up for it again
- How to archive a planHow to archive a plan, so no new members can sign up for a membership with that plan.
- How do I add multiple plans to a team?How to add more than 1 plan to a team's membership.
- How do I decrease the number of plans on a membership?How to remove or decrease the number of plans on a team's membership in Coworks
- How to add photos, links, and rich text to Day Pass and Public Plan Signup formsCustomize your Day Pass and Public Plan Signup pages to include images and styled text.
Reporting
Learn More About Reporting in Coworks
Discounts
Articles Related to Discounts and Promotions
- How to use Promo CodesHow to create and manage promo codes or discount codes to be used on day passes, external bookings, or membership signups
- How to use the Discounts FeatureHow to create and manage discounts to apply to recurring memberships
- How do I add a discount to a team's billing plan?How to apply a discount to a team's membership.