Billing

Kanri keeps the rules for what you charge separate from the records of what a member owes and pays. Understanding those pieces makes it easier to set up billing and investigate a payment later.

How the pieces fit together

1. A billing plan names an offering, such as Adult Karate or Family Membership.
2. A price defines how that offering is charged: its amount, schedule, and price type. A plan must have a price.
3. A subscription assigns a member to a plan and price. It also records when billing starts and, when applicable, which payment method to use.
4. An invoice records an amount due. Invoices can be one-time bills, or can be created as part of subscription billing.
5. A charge records a payment attempt or a payment recorded by staff. One invoice can have more than one charge, for example after an unsuccessful attempt followed by a successful one.
6. A payout is a transfer from Stripe to the school’s bank account. A successful charge and a bank payout are separate steps.

For example, a member’s C$120 monthly subscription is a subscription to a plan and price. When a scheduled payment is due, Kanri records it as an upcoming subscription payment. Kanri creates an invoice for automatic collection only when the subscription has a saved payment method; staff can use Invoice Now on an upcoming payment to create an invoice for another collection method. An auto-sent contract template also holds invoice creation until the contract is signed. Stripe processes supported online payments, while Kanri keeps the invoice and charge history.

Choose the right billing record

Use this	For
Subscription	A member’s ongoing or scheduled billing arrangement, such as monthly tuition.
Invoice	A specific amount to collect, such as a uniform purchase, registration fee, or amount owed outside a subscription.
Charge	The record of a payment attempt or recorded payment against an invoice.

Use an invoice for a specific amount, whether it is a one-time bill or an invoice created by subscription billing. Use a subscription when you need Kanri to schedule billing according to a price. See Invoices and Subscriptions for the full workflows.

Billing plans and prices

A plan can have one price or several, depending on Billing plan mode in Settings → Behaviors:

• Single: each plan has one price. Edit the plan to change its price details. If the pricing terms change, existing subscriptions keep the price assigned to them; review the member subscriptions before changing a plan’s price.
• Multiple: a plan can have several prices, for example adult and junior rates or monthly and annual options. The plan has a default price for new subscriptions, and staff can choose a price when creating a subscription.

Price types include Ongoing, Paid in Full, Fixed Term, Scholarship, Session Block, and Per Session. They are not interchangeable: a session block tracks prepaid visits, while per-session pricing records usage for billing. Review Billing Plans before creating an offering.

Collecting and recording payments

Kanri can use a saved payment method, send an online payment link, or start a payment on a connected card reader. Staff can also record cash or mark an invoice as paid when money was collected outside Kanri. Mark as paid records a payment; it does not charge a card or move funds.

Before trying a second payment method, check the invoice’s charge history. A saved-method or reader charge may still be processing. Starting another attempt too soon can lead to duplicate collection.

See Collect a Payment for the options and how to handle partial or pending payments.

Stripe, payouts, and payment problems

Kanri stores billing plans, subscriptions, invoices, payment history, and the settings it needs to start supported payment flows. Stripe processes online payments and provides the connected-account controls; use the information in Settings → Payouts for payout status.

• Set up the connected Stripe account before collecting card or bank payments through Kanri.
• Review payout and bank-account details in Settings → Payouts or Settings → Account.
• For a payment that did not succeed, check its charge or invoice status before retrying. Kanri’s subscription retry schedule is configured under Settings → Behaviors → Billing Notifications; it is not a promise that Stripe will independently retry the payment.
• Handle a card dispute in Stripe. Kanri’s Disputed Payments report can help locate the affected payment.

For steps, see Payouts, Failed Payments, and Disputed Payments.

Start here

• Set Up Billing for a first plan, payment method, and subscription.
• Billing Plans to choose a price type and manage prices.
• Invoices for specific bills, subscription invoices, and payment collection.
• Member Billing to review an individual member’s billing records.