Set Up Billing

Billing in Kanri works in three layers:

1. Billing Plan: the named product you’re selling (e.g. “Monthly Karate”).
2. Price: the specific amount and payment schedule on that plan (e.g. C$120/month).
3. Subscription: a member’s agreement to pay a specific price, processed automatically.

This guide walks through creating a billing plan and attaching a subscription to a member for the first time.

Before you start

Kanri uses Stripe to process card and bank payments. Before creating subscriptions, make sure you’ve completed Stripe setup in Create Your School. Without it, Kanri cannot process payments.

Step 1: Create a billing plan

When you create a billing plan, you give it a name and set up its default price at the same time.

1. Go to Billing → Billing Plans.
2. Click New Billing Plan.
3. Fill in the details:
   • Name: what you call this plan (e.g. “Monthly Karate” or “Annual Membership”).
   • Plan Type: choose how payments work.
     • Ongoing: charges repeat until the subscription is cancelled.
     • Fixed Term: charges repeat for a set number of payments, then stop.
     • Paid in Full: a single one-time payment.
   • Payment Amount: the charge amount per payment.
   • Payment Interval Count and Payment Interval: together these define how often to charge. For example, enter 1 and Month for monthly billing, or 2 and Week for every two weeks.
   • Number of Payments: (Fixed Term only) how many times to charge before the subscription ends.
4. Click Create Plan.

Kanri creates the plan with one default price. If you charge different amounts for different members — for example, adult vs. junior rates — you can add more prices from the plan’s page after creating it. You’ll need to enable this in Subscription Behaviors first.

Tip

On Professional and Enterprise plans, you’ll also see a Contract Template field. This lets you attach a document that members must sign when a subscription is created. You can set this up later under Documents.

Step 2: Add a payment method to the member

For members paying by card or bank account, you need a payment method on file before creating the subscription.

1. Open the member’s profile and go to the Subscriptions tab.
2. Click Add Payment Method.
3. Give it a Label (optional, e.g. “Visa” or “Joint account”) and choose which member this payment method belongs to (the member or one of their contacts with Can Manage turned on).
4. Click Next.
5. Kanri sends the member an email with a secure link where they enter their card or bank account details directly.

Once the member submits their details, the payment method appears on their profile as active.

Note

The payment link is sent by email. Make sure the member (or their contact) has an email address on file before creating a payment method.

If a member pays by cash, e-transfer, or another method outside Kanri’s payment processing, you can skip this step and select the appropriate payment type when creating the subscription.

Step 3: Create a subscription

1. Still on the Subscriptions tab, click New Subscription.
2. Select the Billing Plan you created.
3. If your school has multiple prices on a plan, select the Price (e.g. “Adult”).
4. Select the Payment Method if the member has one on file.
5. Set the Start Date: when the subscription begins.
6. Set the First Payment Date: when the first charge is made. This defaults to the start date, so you only need to change it if you want to delay the first payment.
7. Click Create Subscription.

Kanri will charge the member on the first payment date and automatically on each renewal date after that.

Confirming it worked

After saving, the subscription appears on the member’s Subscriptions tab with a status of Active. On the payment date, Kanri processes the charge and the transaction appears in the member’s payment history.

If a payment fails, the subscription will appear in the Failing Subscriptions report.

Next step

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