Memberships & billing

Membership & Billing holds everything clients are charged for.

Tab	What it's for
Plans	Membership plans: price, billing period, auto-renew, required waiver, Sell online
Client memberships	Every membership: start, renew, freeze, cancel
Invoices	All invoices; take a payment, email, print, void or reverse
Un-invoiced items	Charges not yet on an invoice (bookings, fees) — invoice them in one go
Post billing review	Check a billing run before invoices are issued
Billing setup	Tax rates, revenue categories and coupons

Invoices

Issue an invoice and the client can pay it in the portal; overdue invoices show on check-in.
Take a payment — cash, card (online link, saved card or terminal), account credit; partial payments are fine.
Payment schedule — split an invoice into installments; payments go to the oldest installment first.
Void (never paid) or Reverse (paid — refunds cards automatically through the provider that took them).
Pay with card sends the client to secure online checkout (Stripe's page, or your own pay page for Constellation).

Auto-renew charges the client's saved card when the membership renews (clients can switch it off in the portal).
Freeze pauses a membership for a period; access-control rules decide what a frozen member can do.
Waivers — a plan can require a document to be signed before it starts (online purchases ask for it first).

Percentage or amount off, optional code, usage limits and dates; tick Self-service to accept the code in the portal.