Before your club pays for a plan, the confirm step shows the amount due today with any tax included. Tax depends on your club's billing address, so keep that address right in payment settings.
Why use it
Know exactly what the club will pay today before you confirm, tax and all, so nothing on the receipt is a surprise to your treasurer.
Tax is worked out from the club's billing address. A wrong or missing address can mean the wrong tax, or no figure until the address is added.
Use the club's own address, not a volunteer's home, so it stays right when officers change.
Check the tax before you pay
Go to Administration › Billing.
On the Plan tab, select the button on the plan you want, such as Move up to … or Start ….
Check the confirm step. When there's tax, it lists Before tax, then Tax on its own line, then Due today, which is the total. Below that are the Next charge date (First charge when you start a demo), Billed and Then: what the club pays after that, with “tax included” when there's tax. With no tax to add, the Before tax and Tax lines are left out.
Select Continue to checkout (or Continue to plan change when you change a plan the club already has), or Not now to leave without changing anything.
Can't see a figure? Due today reads Not worked out yet when the club has no billing address on file yet, and also for a switch between monthly and yearly or when the figure can't be fetched just then. The note under it says which. Our secure payment page then asks for anything it needs and shows the exact amount, with any tax, before anything is charged. When you start a demo, nothing is charged today, so Due today shows zero, and the note says tax on the first charge depends on the club’s billing address.
Past payments are on the Invoices tab. Select View or PDF beside one to open the invoice, with its tax.
Set or correct the billing address
When your club first pays, our secure payment page asks for the billing address. To change it later:
Go to Administration › Billing and select Payment settings.
If you’re an admin, a reminder about canceling, Before you open payment settings, appears first. Select Continue to payment settings; continuing cancels nothing. Members with the Treasurer or Billing role go straight to payment settings.
In payment settings, update the club's billing details with the correct address. In a web browser they open in a new tab; in the app they open in your phone's browser.
The next confirm step works the tax out from the new address. Payments already made keep the tax they were charged; only charges from now on use the new address. Members don't see the billing address, and changing it doesn't change the plan.
If something goes wrong
The tax looks wrong. Check the billing address in payment settings and correct it, then open the confirm step again. The new address applies to charges from now on, not to payments already made.
We can’t work out the exact amount yet: tax depends on the club’s billing address, and none is on file. Continue, and our secure payment page asks for the address and shows the amount before charging. Or add the address in payment settings first.
We can’t work out the exact amount here. This shows for a switch between monthly and yearly, or when the figure couldn't be fetched. Continue, and our secure payment page shows the exact amount before anything is charged.
Add the billing address in Payment settings, then try again. You're paying for the plan before the club's demo ends, and there's no address to work out the tax, so the pay button doesn't show. Add the address in payment settings, then come back.
You don't see Billing in the menu, or you see the plans but no buttons. You don't have billing access. Ask an admin for the Treasurer or Billing role.