Billing

These are articles related to billing with Coworks

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47 articles in this collection
Written by Tanner and DeShawn Brown

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?
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Written by DeShawn Brown
Updated over a week ago

How To Accept Partial Payments By Splitting An Invoice

How to split an invoice into two smaller invoices in order to facilitate partial payments or initial deposits from customers
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Written by DeShawn Brown
Updated over a week ago

What is the "Overdue" Membership status?

What does it mean when a team's membership status is showing as "overdue" in the membership tab with their plans
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Written by DeShawn Brown
Updated over a week ago

How To Bill members quarterly, yearly, semi-annually.

How to add plans to members that bill in non monthly intervals such as yearly, quarterly, or semi-annually
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Written by DeShawn Brown
Updated over a week ago

How To Update An Existing Invoice

How can I change, update, or edit an invoice sent to a member
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Written by DeShawn Brown
Updated over a week ago

How To Add Teams Without Charging Them

How to add members or teams without sending them an invoice or charging them for a membership
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Written by DeShawn Brown
Updated over a week ago

How do I issue a Partial Refund?

This will show you how to issue partial refunds
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Written by Tanner
Updated over a week ago

How to enable or stop Stripe from sending free trial-ending email notifications to your members

This will enable or stop free trial email notifications when a membership is going to start billing.
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Written by Tanner
Updated over a week ago

How can I pause and resume memberships?

This article describes how to pause memberships and how to resume them at a future date
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Written by Tanner
Updated over a week ago

Invoices and their lifecycle

Curious on the different options for invoices and how they are created? Curious about the possible statuses of an invoice?
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Written by Tanner
Updated over a week ago

How do I disable ACH transfers?

This article will show you how to remove ACH bank transfers from hosted invoice pages
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Written by Tanner
Updated over a week ago

Payment Sources in Coworks

Collecting money with Credit Cards, Bank Accounts, and ACH transfers. Why I should use each one and why should I avoid ach transfers?
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Written by Tanner
Updated over a week ago

How do I pass payment processing fees for credit cards or ACH transfers to the member?

This article describes where to find the setting for passing payment processing fees (credit card or ACH) to your members.
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Written by Tanner
Updated over a week ago

Changing default invoice options

This will show you how to change the default due date, accepted payment sources on emailed invoices,
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Written by Tanner
Updated over a week ago

How to Utilize Internal Notes on Invoices

This article describes where to find and how to update notes on invoices.
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Written by Tanner
Updated over a week ago

How do I change the length of time before invoices are considered late?

This article describes how to change the length of time before invoices are considered late.
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Written by Tanner
Updated over a week ago

How do I change the default billing cycle date for my account?

This article describes how to change the default billing cycle date for recurring memberships.
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Written by Tanner
Updated over a week ago

How to configure Stripe's billing settings on your account

Have some of your memberships gone missing? Automatically? There's a chance that Stripe is automatically cancelling your memberships...
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Written by Tanner
Updated over a week ago

How to remove an application from your Stripe account?

This article will show you how to remove an unwanted 3rd party application from your stripe account.
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Written by Tanner
Updated over a week ago

How do I add a one-off charge to a member's next invoice and view it?

This article will explain how to add one-off charges to a member's next plan invoice and view it.
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Written by Tanner
Updated over a week ago

How do I edit a company's billing plan?

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Written by Tanner
Updated over a week ago

How do I export my finances to excel?

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Written by Tanner
Updated over a week ago

How do I add/update a credit card or bank account payment method to a team?

How to manually add or update the payment source on file for a team/member. This source is used for their recurring membership and invoices
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Written by Tanner
Updated yesterday

How do I switch from manual to auto-recurring billing?

How to change a team from paying via emailed invoice to auto-drafting from their payment source automatically
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Written by Tanner
Updated over a week ago

How do I view or download a past invoice?

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Written by Tanner
Updated over a week ago

How do I refund a company's bill?

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Written by Tanner
Updated over a week ago

How do I view an upcoming invoice?

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Written by Tanner
Updated over a week ago

How do I add a discount to a company's plan?

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Written by Tanner
Updated over a week ago

How do I set the bill date on a company's plan?

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Written by Tanner
Updated over a week ago

How do I add a billing plan to an existing team?

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Written by Tanner
Updated over a week ago

How do I create a new billing plan?

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Written by Tanner
Updated over a week ago

How do I prorate a company's billing plan or give them a free trial?

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Written by Tanner
Updated over a week ago

How do I add multiple plans to a company?

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Written by Tanner
Updated over a week ago

How do I update my payment information for my Coworks Subscription?

When you need to update your payment information to pay for your Coworks subscription
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Written by Tanner
Updated over a week ago

What Is The Active Memberships Report and How To Estimate Monthly Recurring Revenue (MRR)

How to use the Active Memberships report to calculate estimated Monthly Recurring Revenue and preview my current billing & invoice breakdown
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Written by Tanner
Updated over a week ago

How do I create a one-time charge or invoice?

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Written by Tanner
Updated over a week ago

How do I manually charge an unpaid invoice?

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Written by Tanner
Updated over a week ago

How do I charge a non-member?

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Written by Tanner
Updated over a week ago

How do I download Invoices and share the hosted Invoice page?

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Written by Tanner
Updated over a week ago

How do I resend an invoice?

Instructions for how to resend or re-download an invoice on the Coworks dashboard
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Written by Tanner
Updated over a week ago

How do I close or delete an invoice?

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Written by Tanner
Updated over a week ago

How do I see who hasn't paid their bill?

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Written by Tanner
Updated over a week ago

How can I see which members are on automatic drafts?

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Written by Tanner
Updated over a week ago

How can I see which members do not have a credit card on file?

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Written by Tanner
Updated over a week ago

How do I customize my invoice logo and colors in Stripe?

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Written by Tanner
Updated over a week ago

How do I turn on email receipts for payments and invoices?

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Written by Tanner
Updated over a week ago

How do I add a billing plan to a new company?

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Written by Tanner
Updated over a week ago