Everything on the Settings screen applies to the whole organisation. Set it up once, before you start billing — several of these fields appear on what your members receive.
The sections
| Section | What it is for |
|---|---|
| Memberships / Subscriptions | The switch that makes membership features appear at all. |
| Billing Information | Billing Company Name — required, and the name your members will see. |
| Billing Address | Address, city, state, post code, country. |
| Billing Contact Information | The phone and email a member uses to reach you about money. |
| Tax Information | Your tax number and what it is called — GST, VAT or Sales Tax. |
| Billing Messages | Standing text on statements and receipts. |
| Reporting | Sales Report Basis — Invoiced or Collected. |
| Naming | What your network calls its members. |
| Stripe | Read payments taken directly in your gateway onto member accounts. |
| Overdue Reminders | Automatic chasing of long-unpaid balances. |
The billing messages are worth writing
The Billing Statement Message is your chance to tell members how to reach you and what to do about a query — and it is included in overdue reminders. The Billing Receipt Message goes on receipts. Both save support time for the price of two sentences.
Organisation only
THERE IS NO PER-TRIBE SETTINGS SCREEN
Saving
Save confirms with "Membership settings updated". Changes take effect on the next thing sent — they do not rewrite documents already issued.