Managing Payments and Billing
By Angel and 3 others4 authors43 articles
- How to Charge a Membership Hold FeeThis guide explains how to keep charging a customer a small fee while their membership is on hold, by using a separate hidden recurring membership for the fee.
- Why are payments being taken a day early?This guide explains why a payment scheduled for one date (e.g. the 1st) can be taken by Stripe a day early (e.g. the 31st), how this differs from the normal…
- How to Connect an Existing Stripe Account to TeamUpThis guide explains how to connect your existing Stripe account to TeamUp during the Stripe integration setup, what to expect during the process, and when to contact support for assistance.
- How Account Credit Works with Recurring Membership PaymentsThis guide explains how account credit is applied to recurring membership payments, including when it's applied automatically and when customers need to apply it manually.
- Managing Your Payment ProcessorsThis guide outlines how you can manage your payment processors, how to connect them, and how to configure which purchase types each processor handles.
- Troubleshooting Checkout Errors Your Customers May ExperienceThis guide helps you troubleshoot when your customers report errors during checkout or sign-up, including what to check and what steps to take.
- What to do if a customer was charged but did not receive their purchaseThis guide explains what to do when a customer reports being charged but their purchase, membership, or registration is not showing.
- Non-Recurring vs. Recurring Payment BehaviourThis guide explains how payment behaviour differs between recurring memberships and non-recurring single purchases when a payment fails.
- Understanding Payment StatusesThis guide explains what each payment status means in your dashboard, where to find payments in each status, and what action is needed.
- How To Check a Payment Status in StripeThis guide explains how to verify a payment's status directly in your Stripe Dashboard and compare it to what you see in your dashboard.
- In-Person & Mobile Payment OptionsThis guide covers the in-person and mobile payment options available to your business, including Stripe Terminal card readers, Point of Sale (POS), and cash or offline payments.
- Stripe Payout Delays & DiscrepanciesThis guide explains how Stripe payouts work, how long they take, where to check your payout status, and what to do if a payout is delayed or doesn't match the…
- Which Card Readers Can I Use for In-Person Payments?This guide explains which Stripe card readers you can use to take in-person payments, including the S710 and T600, and where to go to set yours up.
- How can I take payment from my customer using my Stripe Terminal?This guide explains how to take a payment from a customer in person using your Stripe Terminal, including taking a single payment and saving a customer's card for future payments…
- Creating Taxes and FeesThis guide explains how to create a tax or fee, apply it to your purchase types, update your prices using the fee calculator, and how discounts are calculated alongside taxes…
- Resolving Failed Direct Debit Payments with GoCardlessThis guide explains why GoCardless Direct Debit payments fail, how to resolve them from To-Dos ➜ Failed Payments, and what your customer can do.
- How can I block a membership from being used when it has pending offline paymentsThis guide explains how to configure an overdue offline payment threshold and block or unblock a customer's membership when an offline payment becomes overdue.
- Managing payment methods for different types of purchasesThis guide explains how to configure which payment methods are available for different types of purchases, including recurring memberships, drop-ins, store items, and gift cards.
- GoCardless vs StripeThis guide compares GoCardless and Stripe as payment processors for your account, covering how each one works, payout timings, using them together, and migrating existing payment details.
- Unskip previously skipped membership payments
- GoCardless - What, Why, How?This guide covers the benefits of integrating GoCardless as a payment provider, including what it offers, why it's a great option, and how to set it up on your dashboard.
- Confirming, cancelling, editing, and managing pending offline paymentsThis guide explains where to find your pending offline payments and the actions available, confirming, voiding, and editing invoices, plus converting to a bill, cancelling, changing the payment method, or…
- GoCardless- How Long Do Payouts Take?This guide explains GoCardless payout timings, what can cause delays, how to check your payout status, and when to contact GoCardless directly.
- Stripe - what, why, how?This guide explains how to set up Stripe as a payment processor in your account, and covers key information about security, fees, and troubleshooting.
- How to Make RefundsThis guide explains how to issue a refund to a customer, how to refund part of a payment, the refund types available, and why a refund may sometimes be unavailable.
- How to skip membership paymentsThis guide explains the two ways to skip upcoming customer membership payments, from an individual customer's profile, or in bulk from your upcoming billing, and how to unskip a payment.
- Changing the bank account where you receive customer paymentsThis article outlines the steps to update the bank account that receives funds from your customers when using Stripe or GoCardless.
- Managing cash payments with TeamUpThis guide explains how to enable cash as a payment method, record a purchase paid in cash, and confirm cash payments under To-dos once you've received them.
- 🎥 Payments, Billing, and Revenue (w/ VIDEO)This guide walks you through how to set up payment methods, charge your customers, and view & understand your billing and revenue in TeamUp.
- Editing upcoming billingThis guide explains how to edit upcoming payments from Upcoming Billing, including rescheduling the date, skipping a payment, changing the amount, viewing retrying payments, and adding a missing payment method.
- Bulk cancel pending offline paymentsThis guide explains how to cancel (void) pending offline payments in bulk, where to find them, and how to use the filters to select the payments you want to void.
- Confirming offline refundsThis guide explains how to confirm an offline refund once you've paid it to a customer, so it's recorded correctly and included in your revenue reports.
- Where can I see my payouts?This guide explains where to find your payouts, how to read payout statuses and details for Stripe and GoCardless, and how to download your full payout history.
- Stripe - using existing customer card detailsHow to link existing card details to your customers in TeamUp
- Changing the currency on my TeamUp accountThis guide takes a look at your options when you want to change the currency your customers make payment to you with.
- Stripe CapitalThis guide looks into how you can view and accept Stripe Capital financing offers within your TeamUp account to help support your business growth
- Why Customers Can Complete Registrations When a Payment FailsThis guide explains why customers may complete registration even if payment fails. It covers how payment processing works, what happens when payments fail, and how to recover failed payments and…
- How To Resolve a Payment Stuck in “Retrying”This guide explains what the “Retrying” payment status means, how the retry process works for Stripe and GoCardless, and what steps you can take when a payment is stuck.
- Why Was My Customer Charged an Unexpected Amount?This guide covers the most common reasons for unexpected charge amounts and walks you through how to investigate and resolve them.
- Refund Processed as Credit vs. Original Payment MethodLearn why a refund may appear as a credit on a customer's account instead of returning to their original payment method, and how to control which option is used.
- How to Set Up Your Stripe TerminalThis guide walks you through setting up your Stripe terminal, including the S700, S710, and T600, from powering it on to connecting it to your account.
- Stripe Instant PayoutsGet access to your earnings within minutes — any day, any time.
- Why Customer Payments FailThis guide explains why Stripe and GoCardless payments fail, including insufficient funds when the customer has money, where to spot each issue, how to resolve it, when to involve the…