Managing payments
Viewing payments
The Billing tab on a camper or family profile opens on Overview, which holds the balance panel and the statement. The statement has two sections:
Upcoming - payments still to come, earliest date first, with their amounts and any convenience fee
Activity - settled history, newest first, with a running balance beside each row
Voided payments sit in their own collapsed group at the foot of Activity. For the full picture of the tab, see Family billing.
Recording a payment taken outside Stripe
A check, cash, or wire payment goes through the same sheet as a card payment. Open Actions on the balance panel and choose Take payment, then:
Pick the camper and the parent
Choose check, cash, or wire as the payment method
Enter the amount and a description
Select Mark as received if the money is already in, and add a reference such as a check number
Choose what the payment does to the balance
Confirm
Offline methods appear in the list when the season has them turned on. Leave Mark as received clear and the payment waits in Upcoming until the money arrives and you mark it received from its row menu.
The balance options are:
Reduce the balance - the remaining schedule is left as it is
Reduce the balance and the remaining installments - the payment is spread over what's left of the plan
Record without reducing the balance - the payment is logged and offset, so the balance doesn't move
Recorded payments appear in the statement alongside Stripe ones.
Collecting scheduled payments
Every payment still to come sits in the Upcoming section, earliest date first. Automated payments are collected on their due dates, and Charge now in a row's menu takes one ahead of its date.
A payment that fails is badged in the Activity section with the reason, and its menu offers Retry payment so your team can follow up. Anything past its date reads as Overdue.
To build a new schedule, use Schedule payments in the Upcoming section header or in the balance panel's Actions menu. Set the dates and amounts, choose the parent to charge, and confirm.
Voiding, refunding, and adjusting
Each row's menu carries the rest of what you can do to a payment: void it, refund it, split it between two parents, edit it, or mark an offline payment as received. Credits and one-off charges come from the balance panel's Actions menu.
Refunds, voids, and balance adjustments covers each of these, along with how a camper's balance is worked out.