Billing

How do I decrease the number of plans on a membership?

Description: When a member leaves a team and you need to remove or decrease the number of plans on the team

Written by Jaclyn Ricchio
Updated this week

How do I schedule a billing plan on a team for a future bill date

How to queue up a billing cycle for a team so that their billing starts on a day in the future or in advance

Written by DeShawn Brown
Updated over a week ago

How to setup invoice payment reminders before sending invoices

Automated reminders for upcoming invoices to inform customers when they will next be invoiced

Written by DeShawn Brown
Updated over a week ago

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?

Written by Jaclyn Ricchio
Updated over a week ago

What to do when a member sees the "Cannot add card. See manager" error message

When a member is trying to add their payment information and get this error message

Written by Jaclyn Ricchio
Updated this week

How to skip transaction fees for members who pay by check or cash

How to designate a team to not receive transaction fees on emailed invoices and override or ignore my global community settings

Written by DeShawn Brown
Updated over a week ago

Stripe | How to edit the ‘Update Payment Information’ Link that can cause failed payments email from Stripe

How to Disable or Update the email Communication from Stripe that are triggered when a payment fails

Written by Tanner
Updated over a week ago

How to automatically add in sales tax or VAT (Value-added tax)

When you need to add a recurring fee to an invoice

Written by Jaclyn Ricchio
Updated over a week ago

How to set emailed invoice fee behavior

How to set the default behavior for adding transaction fees to recurring invoices that are set to be emailed to customers

Written by DeShawn Brown
Updated over a week ago

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?

Written by DeShawn Brown
Updated over a week ago

How do members add their own payment source in the app

How members can add credit cards or bank accounts for ach on their own directly via the mobile app.

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

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

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

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

Written by DeShawn Brown
Updated over a week ago

How can members view and pay invoices and download invoice receipts

How members can view and pay invoices directly in the member mobile app.

Written by Tanner
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

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

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.

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

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?

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

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?

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.

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,

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.

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.

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.

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...

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.

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 recurring invoice and view it.

Written by Tanner
Updated over a week ago

How do I edit a team's billing plan?

Written by Tanner
Updated over a week ago

How do I export my finances to excel?

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

Written by Tanner
Updated over a week ago

How to change a membership from emailed to auto-draft

How to change a team from paying via emailed invoice to auto-drafting from their payment source automatically

Written by Tanner
Updated over a week ago

How do I view or download a past invoice?

Written by Tanner
Updated over a week ago

How do I refund a team's bill?

Written by Tanner
Updated over a week ago

How do I view an upcoming invoice?

Written by Tanner
Updated over a week ago

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

Written by Tanner
Updated this week

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

Written by Tanner
Updated over a week ago

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

Written by Tanner
Updated over a week ago

How do I create a new billing plan?

Written by Tanner
Updated over a week ago

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

Written by Tanner
Updated over a week ago

How do I add multiple plans to a team?

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

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

Written by Tanner
Updated over a week ago

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

How to charge or send/email a one-time invoice to members or bill guests (non members) for one off purchases or non recurring invoices.

Written by DeShawn Brown
Updated over a week ago

How do I manually charge an unpaid invoice?

Written by Tanner
Updated over a week ago

How do I charge a non-member?

Written by Tanner
Updated over a week ago

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

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

Written by Tanner
Updated over a week ago

How do I close or delete an invoice?

Written by Tanner
Updated over a week ago

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

Written by Tanner
Updated over a week ago

How can I see which members are on automatic drafts?

Written by Tanner
Updated over a week ago

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

Written by Tanner
Updated over a week ago

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

Written by Tanner
Updated over a week ago

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

Written by Tanner
Updated over a week ago

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

Written by Tanner
Updated over a week ago