Add a Payment Method

Add a payment method when you want Kanri to collect payment details through Stripe.

Before you start

Make sure:

1. Stripe is set up for your school.
2. You know who will pay. You can select the member or a linked contact in the Bill To field.

Add a payment method

1. Open the member from the Members list.
2. Open Billing, then Payment Methods.
3. Click Add Payment Method.
4. Enter a Label.
5. Choose who will pay in the Bill To field.
6. Choose Email Link to send a secure setup link, or Collect via Terminal to collect card details in person using a connected Stripe Terminal reader.
7. Ask the payer to complete the secure setup.

Important things to know

• You do not type card details into the admin panel.
• With Email Link, Kanri sends a secure Stripe link so the selected payer can enter their own payment details.
• Collect via Terminal is available when your school has a Stripe Terminal reader set up.

What this setup collects

Both Email Link and Collect via Terminal are card-collection flows. The email link lets the payer enter card details through Stripe; the terminal option collects a card in person. The Bill To selection identifies the payer whose payment method is being set up. Do not ask the payer to send card details to staff.

Tip

If a parent is paying for a child, add the parent as a contact first. Then select the parent in the Bill To field.

Next steps

Create a subscription Start recurring or fixed-term billing.

Review subscriptions overview Manage billing records for this member.

Open billing plans Review plans, prices, and program access.