Billing
These are articles related to billing with Coworks
65 articles
Written by Tanner, DeShawn Brown and Cameron Draper
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.Written by Tanner. Updated over a week ago
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 teamWritten by Tanner. Updated over a week ago
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 advanceWritten by DeShawn Brown. Updated over a week ago
Why is there a $0 Marked Paid invoice?
Noticing a strange $0 Marked Paid invoice that you don't recall manually marking as paid?Written by Tanner. Updated over a week ago
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 appWritten by DeShawn Brown. Updated over a week ago
Having trouble verifying the bank account?
What to do next if the bank account verification failedWritten by Tanner. 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 invoicedWritten 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 Tanner. Updated over a week ago
How do I add addresses to invoices?
How to add mailing addresses for members and contacts for VAT and other reimbursement purposesWritten by Tanner. 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 messageWritten by Tanner. Updated over a week ago
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 settingsWritten by DeShawn Brown. Updated over a week ago
Stripe | How to edit the ‘Update Payment Information’ Link that is included on the failed payment email from Stripe
How to Disable or Update the email Communication from Stripe that are triggered when a payment fails and a customer receives an email noticeWritten 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 invoiceWritten by Tanner. 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 customersWritten by DeShawn Brown. Updated over a week ago
How to schedule an end date or set expiring team memberships
If a team is cancelling their membership, you can either end it immediately or schedule the cancellation for a later date.Written by Cameron Draper. 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 to create a one-off invoice and pause the next invoice created by a membership
If you need to create a manual invoice early or just a "one-off" manual billingWritten by Tanner. 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 customersWritten 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 plansWritten 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-annuallyWritten 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 memberWritten 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 membershipWritten by DeShawn Brown. Updated over a week ago
How do I issue a Partial Refund?
When you want to refund only part of what was paid, follow this the refund process.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 dateWritten 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 pagesWritten 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 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 source is used for their recurring membership and invoicesWritten 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 automaticallyWritten 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 over a week ago
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 subscriptionWritten 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 breakdownWritten 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 dashboardWritten 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 invoices (branding, footers, memos etc.) in Stripe
How to customize your invoice branding and footers, and memos and payment terms that are sent to customers from Stripe via Coworks.Written by DeShawn Brown. 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