Settings
Membership settings
Billing details, tax information and the statement messages that appear on what your members receive.
Last updated September 2, 2026
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
Saving
Save confirms with "Membership settings updated". Changes take effect on the next thing sent — they do not rewrite documents already issued.
