Billing & Invoices

26 articles

• 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

• 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

• 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

• 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

• 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

• Billing and Invoicing Training Video

  Watch Video

  https://docs.proximity.space/index.php/articles/billing-and-invoicing-training-video