Admin Billing FAQ
For Admins billing out of both the Billing Pro UI and Stripe UI
61 articles
- Suspend, Inactive, Payment Issue, and Delete Members
- How do I create a single Invoice?
- How do I charge a New Customer?
- How do I adjust the billing cycle date?
- How do I renew an athlete's punchcard?
- How do I link multiple athlete profiles to the same billing account?
- How do I prevent specific athlete's from purchasing from the store?
- Can I offer discounts and coupons?
- How do I refund a paid invoice?
- How do I create a one class free trial?
- Can I offer ACH payments?
- Can I set-up a one-time invoice to be billed in the future?
- Can you defer billing?
- How do I see my billing report?
- Do clients need to have their billing information in the system?
- Can I add a set-up fee for memberships?
- Can I set-up a multiple drop-in plan?
- Can we see future payments?
- How do I add a coupon to existing membership?
- How do I record cash payments for Memberships?
- Can I force an invoice payment through?
- What are billing cycles and intervals?
- Payment Account Linking vs. Sub-Accounts
- Adding a Free Trial to roll right into a paid membership
- Invoice 'Payment Note' visible on Invoices list
- Creating a member account will auto-populate mandatory billing information fields
- Can I adjust the hold end date?
- How do I reactivate an expired punchcard?
- How do I create a "Couples Membership" or "Family Membership" in Chalk It Pro?
- Signing Documents During Checkout Process for All Membership Types: QR Code and Link
- What's the difference in the Coupon durations?
- Delete a Pending Invoice Item
- How do I apply a price change to my memberships?
- How do I upgrade or downgrade memberships during a billing cycle?
- What happens when I change prices on memberships, store items, taxes, and discounts?
- Can we surcharge for processing fees with Stripe?
- How to I track ARM (Average Revenue per Member)?
- Can I create links to purchase memberships?
- How do I prorate a membership?
- Logging Transactions (Cash, Check, etc) Paid Outside of Stripe in Chalk It Pro
- How do I pause or cancel a Membership (Coach/Admin)?
- Adding a member's bank account number and routing number (Stripe)
- How do I filter to see who's being emailed invoices vs paying with payment method on file?
- How are my members connected to their Stripe account?