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Payments & Billing

Set up payment methods, troubleshoot failed payments, and manage refunds and billing.

29 articles
A member has been charged twiceHow to spot, investigate, and refund a duplicate charge in ClubRight, including the Finance Health categories that surface them.
A frozen member is still being chargedWhat to do when a frozen member is charged in error, including how to find them in Finance Health, refund the charge, and fix the freeze.
Investigating billing disputes and payment errorsHow to investigate a billing dispute or payment error in ClubRight, starting with Finance Health and working through the member's record.
Payment due vs payment overdueWhat the Due and Overdue states mean in ClubRight, the difference between them, and what action to take in each case.
Payment methods compared: Direct Debit, Card, Cash, and Standing OrderHow Direct Debit, Card, Cash, and Standing Order compare in ClubRight, and which to choose for your club.
Working with the Payments area in ClubRightWhat's in ClubRight's Payments area: collections, transactions, debtors, reports, providers, and bulk tools.
What to do when a member can't payHow to help a member who tells you they cannot pay, with the options to freeze, retry, take payment later, or cancel.
Payments overviewThe different payment methods you can use in ClubRight, including cash, card, Direct Debit, standing order, and PDQ.
ClubRight Pay Card explainedHow ClubRight Pay Card works, including supported payment methods, the integrated terminal, costs, and security.
ClubRight Pay Card payout timingsHow payouts work with ClubRight Pay Card, including timings, configuring frequency, and the refund balance constraint.
ClubRight Pay Card Terminal (PDQ)About the ClubRight Pay Card terminal, including costs, delivery, ordering, and the support that comes with it.
Setting up your ClubRight Pay Card terminalHow to power on and connect your new ClubRight Pay Card terminal to WiFi when it arrives.
Taking a payment with the ClubRight Pay Card terminalHow to process in-person card payments through your ClubRight Pay Card terminal directly from the ClubRight till.
Refunding a member: process and rulesHow to issue refunds in ClubRight for Direct Debit, card, and cash payments, including timings and the partial-refund limit.
Setting up ClubRight Pay CardHow to set up ClubRight Pay Card from your ClubRight account, including business type, agreement, bank details, and sales info.
Using GoCardless in ClubRightHow GoCardless works in ClubRight for existing customers, including payouts, mandates, notifications, and missed payments.
Migrating from Stripe to ClubRight Pay CardHow to bulk migrate stored Stripe card details to ClubRight Pay Card, including the steps to take with Stripe and UNIPaaS.
Using Stripe in ClubRightHow Stripe works in ClubRight for existing customers, including payouts, supported countries, refunds, and migration.
Why has a member's Direct Debit failed?Common reasons a member's Direct Debit can fail, how to identify which one has occurred, and what to do to recover the payment.
Why can't my member pay by card online?What to check when a member can't pay by card during online joining, from club setup to the card itself.
Troubleshooting overdue membersWhy members become overdue, how to spot them in ClubRight, and how to collect the missed payment.
Changing your business bank accountHow to update the bank account ClubRight pays your member income into, and the one your software licence is collected from.
ClubRight Cash Advance FAQWhat ClubRight Cash Advance is, how repayment works, who's eligible, and how to apply through YouLend.
Changing a member's Direct Debit payment dateHow to change the Direct Debit collection date for a ClubRight Pay or GoCardless member.