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Managing Payments and Billing

3 authors46 articles
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…
Does TeamUp work with any card readersUse Stripe's POS terminal/card reader to take payment from your customers directly with the tap of a phone or card.
How to set up my Stripe Terminal?Follow the steps below in order to complete your Stripe Terminal setup, and start using your card reader.
How can I take payment from my customer using my Stripe Terminal?You can now charge users directly using Google Pay, Apple Pay, Samsung Pay, or a credit/debit card without having to add their card details
🎥 Creating Taxes and Fees (w/VIDEO)
Resolving Failed Direct Debit Payments with GoCardlessThis guide explains how to resolve failed Direct Debit payments through GoCardless, including available actions and common failure reasons.
How can I block a membership from being used when it has pending offline payments
Managing payment methods for different types of purchases
GoCardless vs Stripe
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 payments
GoCardless - How long do payouts take?
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 refundsIn this guide we outline the process of issuing a refund, and why some times refunds might be unavailable
Cancel a pending payment (GoCardless)
Stripe - How long do payouts take?
How to skip membership paymentsLooking to skip a scheduled and upcoming payment for a customer?
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 TeamUp
🎥 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 billing
Bulk cancel pending offline payments
Confirming offline refunds
How long will a payment take to complete? (GoCardless)
Where can I see my payouts?
How long do transfers take? (Stripe)
Can customers make payments when my GoCardless account is still in review?
🎥 How to accept payments through TeamUp (VIDEO)
Which cards and payment types can I accept with Stripe?
How to reverse an Account Credit refund
Where are my Stripe Invoices?This guide looks into how you can find and view your Stripe ta
A Stripe transaction doesn’t have a name listed, how do I find the customer in TeamUp?
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.