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, credit packs, and gift cards.
• 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 redeem stored value.

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.