Use billing

Your coworking space app allows to create and send a single bill consisting of the following items:

  • Recurring membership fees from the assigned membership plan.
  • Manually added one-off fees.
  • Fees resulting from company's use of the optional "Company Bill" payment method.

To use billing, follow instructions below.

Assign a plan

To enable billing for a company, first assign a plan

  • Plan name will be used for the bill item added from the plan. Consider a plan name your customers will recognize.
  • Enable "Add to Bill" to automatically create the bill item for recurring membership fees.
  • Enable "Company Bil" as a payment method. Company members will be able to include various expenses into an upcoming bill.
  • Configure access to a company bill as a payment method. If you want, you may restrict company bill to be used by company managers only.

Send the first bill

Once you assign a plan with "Add to Bill" option enabled, your app will create the first bill and auto-include the plan item. You can either send it to a company manager for payment or exclude the item.

If you choose to send the bill for payment, a company manager will receive an email and a push notification to pay:

If a company manager presses Pay, they are taken to the bill payment page:

Once the payment is confirmed, the bill is automatically marked as paid.

At the beginning of a membership plan period, a new bill will be created to receive "Company Bill" payment items and manually added bill items. The second recurring fee will be added to a bill once it's available to send (the first day of the second period). Billing cycles for prepaid and postpaid expenses is demonstrated by the diagram below.

Manually add one-off bill items

Follow the steps below.

  1. Go to Community > Companies.
  2. Select a company and tap Bills.
  3. Select an unfinished bill and tap Create Item. Type item name and value. Item name will appear on bill.

Adding one-off expenses is only possible to for bills that weren't yet finalized and sent for payment.

Enable "Company Bill" payment method

"Company Bill" payment method allows company managers and, optionally, company members, to include room, desk, event, and service fees into an upcoming bill. To enable company bill as a payment option, follow the steps below.

  1. Go to Community > Companies.
  2. Select a company and locate "Plan" section.
  3. If a plan isn't assigned yet, tap Assign and configure the plan. Enable "Company Bill" payment method at the bottom of the Assign plan page. 
  4. If a plan is already assigned, tap the plan button, scroll down to "Payment Methods" section, and enable "Company Bill" option.
  5. Optionally, you may restrict company bill for company managers' use only.

One a plan starts, company members will immediately see "Company Bill" payment option:

Company managers can review upcoming bill in real time on Membership > Bills page:

Got a question? Drop us a note to support@andcards.com or use the chat widget in your app.

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