📝 Overview
When thinking about billing and revenue, you’re probably asking yourself “How do I charge my customers?” or “How can I see what I’ve earned?”.
You’re in the right place.
In this guide, we’ll walk you through how to set up payment methods, understand how payments are processed, and use the Billing/Revenue section to clearly track your incoming revenue.
🎥 Video Tutorial
💳 How to Charge Your Customers
Before you can collect payments, make sure you have a payment method set up.
Click here to find out more about adding your payment method
Click here to find out more about adding your payment method
🛒 Add a Payment Method
Go to Settings → Collect Payments
Click Manage payment methods
Choose the method you prefer and click Integrate
TeamUp supports a variety of payment options, but we recommend starting with:
Stripe for card payments
GoCardless for direct debit payments
💡 You can also accept offline payments like cash or cheque. When choosing multiple methods, customers will be able to select their preferred option during checkout.
Now that you have your payment methods in place, your customers can make purchases on your TeamUp site.
If you have multiple payment methods integrated, then your customers will be able to choose their preferred payment method when making a purchase.
💡 If you've added multiple payment methods, and would like to allow them to be used for certain purchase types (e.g. Stripe for recurring memberships, and Cash for Store purchases) you can edit which payment methods can be used for which purchase types.
For more information on this, please see our relevant support guide:
🧮 Understanding the Billing/Revenue Dashboard
Once payments start coming in, you can manage and monitor everything from the Billing/Revenue section of your dashboard.
This area gives you a complete overview of your financial activity, including upcoming charges, pending payments, successful transactions, payouts, refunds, and failed payments.
It’s designed to help you understand where your money is in the payment cycle and keep track of your business’s incoming revenue in one central place.
Click here to find out more about the Billing/Revenue Dashboard
Click here to find out more about the Billing/Revenue Dashboard
Payouts
Here you’ll find all funds that have already been disbursed to your bank account. This represents money that has been successfully processed and paid out.
Upcoming billing
The Upcoming Billing section shows all payments scheduled to be taken soon. This helps you plan cash flow and see what’s coming up next.
Pending Online Payments
Here you can view payments that have been initiated via a payment processor but have not yet been confirmed by the bank. Online payments automatically clear from Pending to Payouts once processed.
💡 Offline payments (like cash) also appear here until you manually confirm them in To-Dos → Offline Payments.
Failed
In the Failed Payments section, you’ll see any payments that were attempted but did not go through.
💡 For guidance on how to resolve failed payments, please refer to our support article: What happens when a customers payment fails?
📊 Reports
You can generate reports to analyse your revenue and transactions. These reports can also be exported as CSV files and shared with your accountant.
Transactions | A detailed list of all confirmed payments and refunds in the selected date range. |
Item Summary | Shows a breakdown of payments by category, including membership purchases, store sales, class registrations, discounts, and refunds, grouped in a way that gives a clear financial overview. |
Line Items | A simple list of every individual transaction, including refunds, without grouping. |
Here you can see a report on payments within a given date range, as well as filtering for individual purchase types.
💡 You can also export this report for further analysis, or you may even want to share this with your accountant. Just click ‘download CSV’.
❓ Frequently Asked Questions (FAQ's)
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Why doesn’t my payout match the amount shown in my revenue report?
Click here to see the answer
Click here to see the answer
Your revenue reports show confirmed transactions within a selected date range, while payouts reflect the funds that have actually been transferred to your bank account.
Differences can occur because:
Some payments are still pending
Processing fees have been deducted
The payout period doesn’t match your report’s date range
To reconcile figures, compare your Transactions report with your payout statement from your payment provider (e.g. Stripe or GoCardless).
What’s the difference between Pending Payments and Upcoming Billing?
Click here to see the answer
Click here to see the answer
These two sections serve different purposes:
Upcoming Billing shows payments that are scheduled to be charged in the future (e.g. recurring memberships).
Pending Payments shows payments that have already been initiated but haven’t yet cleared or been confirmed.
Once a payment clears successfully, it will move out of Pending and eventually appear in your Payouts section.
Do I need to manually confirm online payments?
Click here to see the answer
Click here to see the answer
No. Online payments processed through providers like Stripe or GoCardless are confirmed automatically once cleared.
However, offline payments (such as cash or bank transfer) must be manually confirmed in: To-Dos → Offline Payments
Until confirmed, offline payments will remain in a pending state.
Can I export my payment data for my accountant?
Click here to see the answer
Click here to see the answer
Yes. All revenue and transaction reports can be exported as CSV files.
To export:
Go to Billing/Revenue
Open the relevant report
Apply your date filters
Click Download CSV
This allows you to share detailed payment breakdowns with your accountant or import them into bookkeeping software.
Can customers use multiple payment methods?
Click here to see the answer
Click here to see the answer
Yes. If you enable more than one payment method (e.g. card and direct debit), customers can choose their preferred option during checkout.
You can manage payment methods under: Settings → Payments
💡 Customers can not make a single purchase using multiple payment methods (e.g. purchase a Pack membership by paying with Cash and Stripe), but they can purchase (example) a Pack membership with Cash, and a Store item using Stripe.
Why hasn’t a scheduled membership payment been taken yet?
Click here to see the answer
Click here to see the answer
Recurring payments appear in Upcoming Billing before they are processed.
If the billing date hasn’t arrived yet, the payment won’t be taken.
Once the scheduled date passes, the system will attempt to process the payment automatically.
If it fails, it will appear in your To-Dos for review