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FAQs

How can I bill a deposit/early payment in advance?

The easiest way to get your money upfront is to delay the member's first regular billing date and generate a free-form invoice for immediate billing.

  1. For each plan, turn on the setting that you will confirm new members: Setup > Plan > edit Plan > New Members have to be approved
  2. Have them register for the plan they would like and set up their payment method
  3. You will then receive an email notification to confirm their membership
  4. Click on the link in the email to confirm their membership or to go to their member profile
  5. Confirm the member
  6. Set a start date when they should have access to the space, and the first regular invoice date one month later
  7. Generate a free-form invoice for the member as their first month's payment and have the date be today. Go to the Member Profile > Invoicing > drop-down menu > New free-form Invoice. After you have created the invoice, click "Charge Now" (or "Record Payment" if they are paying with cash or a cheque - see "Manual payment tracking").

Now they will get access to the space on their start date and their regular billing will begin one month later.

  1. Register them for a plan and set up a payment method, but set a start date when they should have access to the space, and a first regular invoice date one month later (or whenever the billing should start).
  2. Uncheck the prorated invoice box
  3. Generate a free-form invoice (Member Profile > Invoicing > dropdown > New free-form Invoice) for the member as their first month's payment and set it to today's date. After you have created the invoice, click "Charge Now."
  4. Now they will get access to the space on their start date and their regular billing will begin one month later.

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What is Cobot?

Cobot is a service for managing coworking spaces.

It includes member onboarding and management, invoicing, automatic payment processing and resource booking.

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