Family Billing

Open a family under Admin > Families and choose the Billing tab (/admin/families/[id]/billing). Everything money-related for that family lives here.

Payment methods

The family’s saved cards and bank accounts. You can Set as default or Remove a method; only the member can add one. A bank account still showing Verifying… cannot be charged.

When tab mode is on, a Tab limits card also sits here; it belongs to the concessions documentation.

Payment history

Every payment the family has made, newest first, with status, description, and line items; chips (All, Lessons, Membership Dues, …) filter the list when there is more than one kind. A dimmed, italic processing fee line marks Stripe’s cut that the club absorbed — it was never charged to the family. Click Refund on a paid row to open the refund dialog with that payment’s line items selectable; see Issuing Refunds.

Membership dues

Shown while dues are enabled. With no open season it simply says so; otherwise the card shows the standing badge (Good standing, Owes dues, or Blocked), the Balance, what is Owed and Paid, a Per-bucket breakdown, and four tools:

• Record offline payment — log a check, cash, Zelle, or other payment. Enter the Amount, choose the Method, add a Note / reference such as Check #1234, and click Record payment. This both records the money and credits the dues balance, so the family’s standing updates at once
• Waive — credit what the family still owes, either the Whole outstanding balance or a single bucket, with an optional note. Waiving never touches what they have already paid
• Adjust — a free-form ledger entry: an amount, Credit (reduce owed) or Debit (increase owed), and a required Note
• Set up a payment plan — appears when plans are allowed, the family has a chargeable saved method, and a balance remains (below)

Payment plans

1. Click Set up a payment plan
2. Choose the method to Charge to — a bank account is marked (no fee)
3. Enter the # of installments (1–24) and the First due date, then click Generate schedule for an even monthly split
4. Edit any amount; the Scheduled total must equal the balance
5. Click Create plan

Installments are charged once a day from their due date, at face value (no card fee), one installment per plan per day. A failed installment is retried on later days; after repeated failures, or if the method disappears, the plan lapses and the family owes the full remaining balance again. The Payment plan card lists each installment with its status and attempts; Cancel plan stops all remaining charges.

Ledger history

Every entry for the season — Payment, Pending ACH, Waiver, Credit, Adjustment, Reversal — with the bucket, amount, note, and who recorded it. Voided entries are dimmed.

Note

A nightly safety net reconciles anything left half-finished — a bank transfer that settled without being credited, an installment stuck in Processing, or a family whose standing was not refreshed at season rollover. If a family’s standing looks wrong, it usually corrects itself overnight.