Billing & Invoices
27 articles
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Contract Feature (BETA)
If the Contract Term BETA feature is enabled at your space, it will allow you to prohibit members from canceling or downgrading their memberships for an agreed-upon amount of time. A member under contract cannot cancel or change their membership and they cannot remove their last payment source until the end of their term. We highly recommend updating your Terms of Service to reflect this feature before having it enabled for your space. Once the…
https://docs.proximity.space/index.php/articles/contract-feature-beta
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How can my member change their payment source?
Navigate to Manage Members > Member List > search for the member > click the Billing tab > Add Credit Card When the manager adds a credit card for the member, it is automatically assigned to the member . For security reasons, managers cannot add bank accounts for members. Members can change their Payment Source by navigating to the drop-down menu to the right of their avatar in the top right corner of the…
https://docs.proximity.space/index.php/articles/how-can-my-member-change-their-payment-source
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How to use Custom Charges
Sometimes you will need to custom charge a user. From the dashboard, navigate to Manage Members/Users > Member/User List and click on the member. From the billing tab hover over Billing Actions > Create Custom Charge . Be sure to fill in all of the information. If you'd like to bill the member immediately, check the box next to Charge immediately instead of sending an invoice. This option will not be available if the member…
https://docs.proximity.space/index.php/articles/how-to-use-custom-charges
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Manual Vs. Instant Bank Account Verification
If a member wants to add a bank account, to their account they will need to do so themselves by navigating to their avatar drop-down menu on the right side of the page when they login > Payment Sources > Hover over the arrow next to Add Bank Account and select Add Manually or Add Instantly. If the member uses their online bank account, verification for ACH will be instant. If the member didn't use…
https://docs.proximity.space/index.php/articles/manual-vs-instant-bank-account-verification
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Billing-Only Members (Accounts Payable)
We now support Billing-Only (or accounts payable) members on a shared membership . The billing-only member will need to be the "parent member" of a Shared Membership. First, you'll need to make sure the member's Membership Type is allowed to be shared by multiple members (Manage Members --> Memberships). Next, you can add the additional "child" members to this "parent member" by going to the Shared Memberships tab on the parents' account. Please note, the…
https://docs.proximity.space/index.php/articles/billing-only-members-accounts-payable
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Billing and Invoicing Training Video
Watch Video
https://docs.proximity.space/index.php/articles/billing-and-invoicing-training-video
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Why Can't I See My Microdeposits? (And How to Resolve It)
Why Can't I See My Microdeposits? (And How to Resolve It) When you connect a bank account for ACH transfers, we send two small test deposits (typically under $1 each) to confirm you actually own the account. You report the amounts back to us, and the account is verified. However, if you cannot find those deposits, this article explains what's likely going on and what to do about it. Do you see the account in…