Customer billing

Customer billing connects sales activity to the customer record. Staff should be able to trace how a customer paid, what access they received, and whether follow-up is needed.

Billing sources

• Point of Sale: staff sell products, plans, and credit packs, and accept gift cards as payment.
• Booking widget: customers pay during online booking when required.
• Membership plans: customers receive access based on the plan terms.
• Credit packs: customers spend credits on bookings.
• Gift cards: customers buy them online through the gift card widget, staff issue them from Memberships, and customers redeem the stored value.

Online gift-card payments

Customers can use a gift card for a booking, a credit pack, or a membership. Checkout shows the purchase total, gift credit, any other payment, and the gift balance left after purchase. If the gift covers a one-time purchase, confirming the purchase completes it without a card charge.

For recurring memberships, gift credit applies to the first term only. A fully covered first term costs zero today, but customers still enroll a payment method for renewals at the normal price. If a partial gift would leave less than the provider's minimum payment, checkout uses less gift credit and leaves the unapplied value on the card.

Gift value is reserved while checkout is open. Explicitly cancelling an unpaid checkout returns it once the provider confirms the checkout cannot charge. An uncertain or already-submitted payment stays reserved until its outcome is known. Do not start another purchase to work around an unresolved payment.

Customer payment history and reports show the full purchase total. The payment provider shows only its part of a split payment. A paid booking's confirmation normally includes its receipt details, rather than sending a separate receipt.

Where to review billing context

• Customer profile for customer-level activity.
• Memberships for plan and pack definitions.
• Point of Sale for staff-driven sales workflows.
• Payment provider dashboard for processor-level settlement and charge details.

Staff process

• Search for the customer before creating a new record.
• Confirm the active membership or credit balance before charging again.
• Record customer support notes in the place your studio uses for handoff.
• Use refunds and disputes workflows when money needs to move back to the customer.