Billing
How the pieces fit together
A billing plan names an offering, such as Adult Karate or Family Membership.
A price defines how that offering is charged: its amount, schedule, and price type. A plan must have a price.
A subscription assigns a member to a plan and price. It also records when billing starts and, when applicable, which payment method to use.
An invoice records an amount due. Invoices can be one-time bills, or can be created as part of subscription billing.
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.
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.

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