Billing

Help with invoice-based billing, account statuses, payment pauses and freezes, waiving invoices, bill cycle day changes, and Canadian passthrough fees. These articles cover the operator-facing workflow inside Club OS and Member Management.

INVOICE-BASED BILLING

Which adjustment should I use?

Decision guide for adjusting invoice dates and amounts: when to waive, pause, or adjust bill cycle day. For operators

Invoice-based billing overview

Positioning, recommended settings, and account-migration scope for operators moving to invoice-based billing. For operators

Account statuses

State-machine reference for transitions between CC/EFT, Statement, Returned, Canceled, and third-party-collections account statuses. For operators

Auto-convert on decline

Optional behavior to auto-convert an account from CC/EFT to Statement billing on a hard-decline payment rejection. For operators

Waive an invoice

How the Credit functionality is used to waive an invoice, how it appears in Member Management, and which reports include or exclude waived invoices. For operators

Pause billing and freeze access

Separate dues invoice pauses from facility access freezes under invoice-based billing, including proration and term-extension preferences. For operators

Change bill cycle day

Update an account's bill cycle day from the member account page under invoice-based billing. For operators

FEES AND COMPLIANCE

Passthrough fees

Canadian Excise Tax Act change effective October 9, 2025, and how ASF passes through GST/HST on card network fees. For operators