Payments & Billing Capabilities
Process payments, manage subscriptions, handle refunds, and provide customer self-service through Stripe integration. Accept payments for products, events, appointments, and classes, manage subscriptions, process refunds, and give customers access to a secure portal for managing their billing—all while maintaining comprehensive transaction tracking.
Overview
Payments & Billing allows you to process payments, manage subscriptions, handle refunds, and provide customer self-service through Stripe integration. Accept credit card payments for products, events, appointments, and classes, manage recurring subscriptions, process refunds, and give customers access to a secure Stripe Customer Portal for managing payment methods and billing—all while maintaining comprehensive transaction tracking and payment history.
Core Features
Payment Processing
| Feature | Description | User Benefit |
|---|---|---|
| Stripe Integration | Process payments through Stripe | Accept secure credit card payments |
| Payment Methods | Store and manage customer payment methods | Enable recurring payments and quick checkout |
| Transaction Processing | Process one-time and recurring payments | Accept payments for products and services |
| Processing Fee Pass-Through | Automatically pass Stripe and platform fees to customers | Receive full product price as revenue |
| Payment Links | Generate secure payment links | Accept payments even when customers aren't logged in |
| Payment History | Track all payment transactions | Maintain complete payment records |
| Payment Status | Track payment status (succeeded, failed, pending) | Monitor payment processing |
Subscription Management
| Feature | Description | User Benefit |
|---|---|---|
| Subscription Creation | Create recurring subscriptions | Sell memberships and recurring services |
| Subscription Updates | Update subscription details | Modify subscription plans or billing cycles |
| Subscription Cancellation | Cancel subscriptions (immediate or at period end) | Handle customer cancellations |
| Bulk Cancellation | Cancel multiple subscriptions at once | Efficiently handle bulk cancellations |
| Subscription Status | Track subscription status (active, past due, canceled) | Monitor subscription health |
| Proration | Handle prorated charges for subscription changes | Fair billing for mid-cycle changes |
Refund Management
| Feature | Description | User Benefit |
|---|---|---|
| Refund Processing | Process refunds for transactions | Handle returns and customer requests |
| Bulk Refunds | Refund multiple transactions at once | Efficiently handle multiple refunds |
| Refund History | Track refund transactions | Maintain complete refund records |
| Partial Refunds | Process partial refunds | Handle partial returns or adjustments |
| Customer Credit Balance | Apply customer credit balance as payment method at Point of Sale | Offer flexible payment options with store credit |
| Refund Status | Track refund status | Monitor refund processing |
| Family Cancellation Fees | Charge cancellation fees using parent payment methods for children's cancelled bookings | Enforce cancellation policies across family accounts |
Gift Cards
| Feature | Description | User Benefit |
|---|---|---|
| Gift Card Purchase | Customers can purchase gift cards for themselves or others | Offer gift cards as a product |
| Preset Amounts | Offer preset gift card amounts ($25, $50, $100, $250) | Quick checkout with common amounts |
| Custom Amounts | Allow custom gift card amounts ($5-$1000) | Flexibility for any budget |
| Gift Card Delivery | Send gift cards to recipients via email | Easy gifting experience |
| Gift Card Redemption | Recipients redeem codes to add credit to their account | Simple redemption process |
| Credit Balance Integration | Gift card value converts to customer credit balance | Use credit for any purchase |
| Redemption Tracking | Track gift card redemption status | Monitor outstanding gift cards |
Customer Portal
| Feature | Description | User Benefit |
|---|---|---|
| Portal Sessions | Create Stripe Customer Portal sessions | Give customers self-service access |
| Payment Method Management | Customers can update payment methods | Reduce payment failures |
| Parent Payment Methods | Parents can use their saved payment methods to pay for children's bookings and fees | Simplify family billing with shared payment methods |
| Billing Management | Customers can view invoices and billing history | Reduce support requests |
| Subscription Management | Customers can cancel or update subscriptions | Enable self-service subscription changes |
| Secure Access | Portal access is secure and authenticated | Protect customer data |
Stripe Onboarding
| Feature | Description | User Benefit |
|---|---|---|
| Merchant Onboarding | Initialize and complete Stripe merchant onboarding | Get ready to accept payments |
| Onboarding Link | Generate onboarding links for completion | Streamline merchant setup |
| Dashboard Access | Generate Stripe dashboard login links | Access Stripe dashboard directly |
| Account Management | Manage Stripe connected accounts | Control payment processing |
Key Capabilities
Payment Processing
| Capability | Details |
|---|---|
| Stripe Integration | Process payments securely through Stripe |
| Payment Methods | Store and manage customer payment methods |
| Processing Fee Pass-Through | Automatically calculate and pass fees to customers so you receive full product price |
| Transaction Tracking | Track all payment transactions |
| Payment Links | Generate secure payment links for checkout |
Gift Cards
| Capability | Details |
|---|---|
| Gift Card Sales | Sell gift cards with preset or custom amounts |
| Email Delivery | Send gift cards to recipients via email with redemption instructions |
| Code Redemption | Recipients enter codes to add credit balance to their account |
| Credit Balance | Gift card value converts to credit balance usable for any purchase |
Subscription Management
| Capability | Details |
|---|---|
| Subscription Creation | Create recurring subscriptions |
| Subscription Updates | Update subscription details |
| Cancellation Handling | Cancel subscriptions immediately or at period end |
| Status Tracking | Track subscription status and health |
Customer Self-Service
| Capability | Details |
|---|---|
| Customer Portal | Provide secure self-service portal |
| Payment Management | Customers can update payment methods |
| Billing Access | Customers can view invoices and history |
| Subscription Control | Customers can manage their subscriptions |
Customization Options
| Option | What Users Can Customize |
|---|---|
| Payment Methods | Accept credit cards and other Stripe-supported methods |
| Subscription Plans | Create custom subscription plans |
| Refund Policies | Set refund policies and processes |
| Portal Configuration | Configure customer portal features |
Limits & Constraints
| Limit | Details |
|---|---|
| Transactions | Process unlimited transactions |
| Subscriptions | Create unlimited subscriptions |
| Payment Methods | Support all Stripe-supported payment methods |
| Refunds | Process refunds per Stripe policies |
Integration Capabilities
| Integration | What It Enables |
|---|---|
| Stripe | Process payments, subscriptions, and refunds |
| Customer Roster | Link payments to customer accounts |
| Products | Accept payments for products |
| Events & Classes | Accept payments for registrations |
| Appointments | Accept payments for appointments |
| Gift Cards | Sell, track, and redeem gift cards with credit balance |
| Credit Balance | Apply customer credit as payment at Point of Sale |