Membership Billing (Card on File)

Membership Billing lets you charge agreement customers automatically using a saved card.

Before You Start

1. You must be on Pro.
2. You must finish Settings > Payments (Stripe Connect setup).
3. You need at least one active Service Plan.

Step 1: Create Service Plans

1. Open Agreements.
2. Open any agreement detail.
3. In Membership Billing, pick or create plan options (monthly or annual pricing).
4. Save your plan settings.

Step 2: Save a Card for the Customer

1. Go to Settings > Billing.
2. In Payment Methods, find the customer.
3. Click Update Card.
4. Enter card details and click Save Card.

Step 3: Enable Membership on an Agreement

1. Open the agreement.
2. In Membership Billing, pick the plan.
3. Click Enable Membership.
4. Confirm.

Step 4: Manage Membership

From the agreement billing card, owners can:

1. Change Plan (same billing interval).
2. Pause and Resume.
3. Cancel At Period End.
4. Cancel Now.

Plan Change Rules

1. Monthly-to-monthly or yearly-to-yearly plan changes are supported.
2. Monthly-to-yearly (or yearly-to-monthly) frequency changes are blocked.
3. For frequency changes, cancel current membership and re-enroll on the new frequency.

Failed Payment Behavior

If a charge fails:

1. Membership status moves to Past Due.
2. Owner gets a payment failed email.
3. Customer can be notified (if email preferences allow).
4. Update card and resume normal billing.

Where to Monitor

1. Agreement detail page: status, next billing date, card-on-file summary.
2. Dashboard: monthly recurring revenue from active membership agreements.

Plan Note

Membership Billing is a Pro feature.