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This allows you to manage payment profiles and methods for both recurring payments and subscription billing, and more.
Payment profiles link a climber to a customer ID provided by your payment processor (e.g., Stripe or GoCardless). These profiles store secure payment methods, such as saved card details or bank mandates, enabling automated billing without requiring a physical card.
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<aside> <img src="/icons/arrow-northeast_blue.svg" alt="/icons/arrow-northeast_blue.svg" width="40px" /> Looking to accept manual collection for a subscription such as cash, cheque etc?
› Subscription Action: Switch Billing method
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Important: Profiles with merged data retain all Payment Profiles & Payment methods ensuring flexibility without data loss.
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<aside> <img src="/icons/arrow-northeast_blue.svg" alt="/icons/arrow-northeast_blue.svg" width="40px" /> Are you here because you are getting a popup?
Missing Payment Method! - popup
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There are three types of balance adjustments you can make. Each serves a specific purpose for managing customer invoices effectively.
› Apply Credit Balance Negative values are treated as a credit, meaning a reduction in the subscription amount owed by the customer. This credit can be applied to the customer’s next subscription invoice to reduce the total amount due.
eg: Credit of $50.00 to a $100.00 subscription
⇒ next Invoice is $100.00 - $50.00 = $50.00
› Apply Voucher Credit Balance Negative values are treated as a credit derived from a voucher/gift card. This allows you to reduce the customer’s subscription balance by applying the voucher value directly. Once applied, the voucher’s value is consumed.
eg: Apply Voucher Credit of $50.00 to a $100.00 subscription
⇒ next Invoice is $100.00 + $50.00 = $50.00 will be billed via their payment method, and $50.00 will be consumed.
› Apply Debit Balance Positive values are treated as a debit, meaning an increase in the subscription amount owed by the customer. This adjustment adds to the customer’s next subscription invoice.
eg: Debit $10.00 to a $100.00 subscription
⇒ next Invoice is $100.00 + $10.00 = $110.00
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Note: If the credit, voucher credit, or debit you apply is greater than the upcoming invoice amount, the remaining balance will automatically carry forward.
The adjustment will continue to apply to each new billing cycle until the subscription balance reaches $0.00.
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Confirm active payment profiles and their associated methods, with counts shown by provider.
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Screen Recording 2025-01-06 at 10.18.00.mp4
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Add cards or mandates manually or through Stripe terminals; climbers can also handle this via Member's Home.
Note, this can be done both if a climber profile has an existing Payment Profile on their profile or not.
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Attention Updating**/**Adding a payment profile or method to an overdue subscription with a past-due billing date will trigger retroactive payments in BETA. BETA will automatically charge for any missed billing cycles since the last succeeded payment.
Be sure to review and, if necessary, update the billing date before adding a payment method to avoid unexpected charges.
See here for how to Extend a subscription with Update Billing Date if you do not wish to apply retroactive payments.
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Screen Recording 2025-01-06 at 10.48.26.mov
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Update default payment profiles to ensure smooth billing, especially during expirations or after profile merges.
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