Memberships

Billing rules for invoices and overdue handling. Plan/enrollment management lives on the Memberships & Payments guide; this page is the configuration behind it.

Settings

Setting	Default	Range	Notes
Currency	USD	ISO 4217 (3 letters)	Display formatting only; money is stored as integer cents
Invoice due days	14	0–90	Days after generation until an invoice is due
Auto-generate invoices	on	—	Scheduler creates invoices for active enrollments each billing cycle
Suspend check-in after overdue	30 days	0–365	Days overdue before QR check-in is refused; 0 disables suspension
Tax / GST rate	0%	0–100	Percentage added to invoices when they are created
Tax label	Tax	max 20 chars	Shown as the tax line on invoices (e.g. "GST", "VAT")
Block check-in until agreements signed	off	—	Refuses QR check-in while a member has an unsigned/out-of-date agreement (staff marking is never blocked)

The tax rate is applied at invoice creation and stored on the invoice (taxCents + taxLabel), so changing the rate later never rewrites issued invoices. Existing invoices keep the tax captured when they were raised.

How the pieces connect

1. Auto-generation creates invoices for active enrollments (due date = today + invoice due days). Plans with Charge only with attendance (plan option) generate only when the member trained since the previous invoice — the scheduler result reports generatedInvoices and skippedInvoices (also shown by the manual Generate now).
2. A payment reminder fires once when the invoice enters the due-soon window (Communication).
3. Another reminder fires once it's been overdue for the configured days.
4. Past the suspension threshold, the student's QR check-in refuses until the balance is cleared — the attendance sheet still works for staff.
5. If Block check-in until agreements signed is on, QR check-in also refuses while the member has an outstanding agreement signature (unsigned or out-of-date).

Set suspension to 0 if you never want the front door to refuse anyone.

Requires settings:manage. Changes are audited.