Get your business settings just right!
From business details and locations to forms and waivers - discover how to customise every key setting in Kenko CRM with ease.
## Browse Collection 1. [How to update business and location settings](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings.md) (Video) 2. [How to update payment and invoice settings](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings.md) (Video) 3. [How to update global class settings](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings.md) (Video) 4. [How to update global appointment settings](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings.md) (Video) 5. [How to update global course settings](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Iu7WnYeBiXA-how-to-update-global-course-settings.md) (Video) 6. [How to set up cancellation & no-show policy](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/IO4DDRFzeAw-how-to-set-up-cancellation-no-show-policy.md) (Video) 7. [How to set up taxes](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes.md) (Video) 8. [How to set up waiver and agreements](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements.md) (Video) 9. [How to auto-add contacts across all locations](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/OQRTndoeE90-how-to-auto-add-contacts-across-all-locations.md) (Video) 10. [How to enable customer gender and pronouns options](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/J9adU2wuWgc-how-to-enable-customer-gender-and-pronouns-options.md) (Video) 11. [How to customise customer sign up form](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/w7ibsiRBnKQ-how-to-customise-customer-sign-up-form.md) (Video) 12. [How to create customer tags](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags.md) (Video) 13. [How to create lead stages and lead sources](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/XxuJ22OBFTI-how-to-create-lead-stages-and-lead-sources.md) (Video) 14. [How to manage staff roles and privileges](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges.md) (Video) 15. [Creating Shareable and Embedded Forms on Bookee](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee.md) (Video) 16. [Creating an Automated Activity-Based Form on Kenko](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/dGNFdswFYmc-creating-an-automated-activity-based-form-on-kenko.md) (Video) 17. [Customizing App and Website Settings: Design, Credits, Labels, and Embedding](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/0ERJFPL6MJI-customizing-app-and-website-settings-design-credits-labels-and-embedding.md) (Video) --- # VIDEO: How to update payment and invoice settings ## METADATA - id: tiyjFzsA87yvMbJAFx28Ew - type: video - source: Kenko - content_url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings - collection_url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings ## TRANSCRIPT - time: 00:00 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=0 text: Let's look at how to update your payment and invoice settings on Kenko. - time: 00:05 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=5 text: To start, head to General Settings. - time: 00:08 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=8 text: Payments. - time: 00:11 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=11 text: Here, you'll first see Payment Modes. - time: 00:14 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=14 text: Once your Stripe account is connected, you'll notice Card automatically enabled as a default payment option. - time: 00:20 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=20 text: You can also enable other modes like Cash or ACH. - time: 00:25 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=25 text: If you accept other payment types — for example, PayPal or Zelle — you can add them as Custom Payment Modes. - time: 00:31 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=31 text: Click Create Custom Payment Mode. - time: 00:34 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=34 text: Add the name. - time: 00:37 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=37 text: Upload a logo if you'd like and hit create. - time: 00:41 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=41 text: Note that custom payment modes are for record-keeping only while selling to customers from the CRM. - time: 00:47 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=47 text: For instance, if someone pays through PayPal, you'll still collect the payment in PayPal directly. Kenko simply helps you - time: 00:53 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=53 text: record that transaction accurately. - time: 00:57 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=57 text: Next, you'll see the pay later option. - time: 01:00 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=60 text: Enable this if you want to allow customers to book a session now and pay later. - time: 01:04 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=64 text: Note that this option is only available while selling to customers from the CRM. - time: 01:12 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=72 text: Membership Cancellation Criteria controls how membership cancellations work. - time: 01:17 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=77 text: First, you can choose to allow customers to request cancellations - time: 01:21 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=81 text: directly from the app or website. - time: 01:23 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=83 text: This helps ensure FTC compliance (especially important for US-based studios). - time: 01:29 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=89 text: Once a request is made, you can select which staff members should receive a notification. - time: 01:36 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=96 text: Keep in mind, cancellations still need to be manually processed by your team. - time: 01:41 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=101 text: Payment Failure Criteria. - time: 01:43 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=103 text: This applies to recurring memberships or subscriptions. - time: 01:47 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=107 text: Here, you can decide what happens when a payment fails. - time: 01:54 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=114 text: Cancel immediately after failure. - time: 01:57 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=117 text: In this case, Stripe will attempt to charge the customer and if the payment fails, the membership will be cancelled right - time: 02:02 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=122 text: away. - time: 02:05 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=125 text: Cancel after x payment failures. - time: 02:08 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=128 text: Here, you can define how many failed payment attempts are allowed before a membership is cancelled. - time: 02:14 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=134 text: It's especially useful when you're just getting started or migrating from another platform, giving customers extra time to add - time: 02:20 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=140 text: their card details before cancellations occur. - time: 02:23 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=143 text: Since cancellations are irreversible, - time: 02:25 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=145 text: it's best to keep this number high during your initial setup or first few billing cycles. - time: 02:30 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=150 text: Once all customers have saved their payment methods, you can reduce the number of allowed failures or switch to a stricter - time: 02:35 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=155 text: option. - time: 02:40 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=160 text: Suspend after first failure, cancel after X days. - time: 02:44 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=164 text: With this option, the membership automatically moves from active to suspended after the first failed payment. - time: 02:50 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=170 text: During the suspension, Stripe keeps retrying the payment and you can manually trigger retries too. - time: 02:56 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=176 text: If the payment still fails after X days, the membership will be cancelled automatically. - time: 03:01 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=181 text: This setting ensures customers can't use their credits until they've paid for their renewal, and once payment is successful, the - time: 03:07 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=187 text: membership reactivates automatically, - time: 03:09 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=189 text: unlike a cancelled one which cannot be reversed. - time: 03:12 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=192 text: Finally, let's look at invoice settings. - time: 03:19 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=199 text: Whenever a customer makes a purchase, an invoice is automatically - time: 03:23 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=203 text: generated. - time: 03:24 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=204 text: You can customise the invoice by updating your - time: 03:27 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=207 text: tax ID, business name and address, as well as footer message, if - time: 03:29 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=209 text: required. - time: 03:39 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=219 text: Click Preview to see how your invoice will look and make any adjustments you'd like before saving. - time: 03:47 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=227 text: And that's it. - time: 03:49 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings?start_time=229 text: You've successfully updated your payment and invoice settings on Kenko. ## SUMMARY # How to Update Your Payment and Invoice Settings on Kenko ## Step 1: Access Payment Settings To begin, navigate to **General Settings** and select **Payments**. Here, you will find various payment modes. ### Payment Modes - Once your Stripe account is connected, **Card** is automatically enabled as a default payment option. - You can enable other modes such as **Cash** or **ACH**. - For additional payment types like PayPal or Zelle, add them as custom payment modes. ### Create Custom Payment Mode 1. Click **Create Custom Payment Mode**. 2. Add the name and upload a logo if desired. 3. Click **Create**. Note: Custom payment modes are for recordkeeping only. Payments through these modes are collected directly through their respective platforms. ### Pay Later Option Enable this option to allow customers to book a session now and pay later. This is available only when selling to customers from the CRM. ## Step 2: Membership Cancellation Criteria Control how membership cancellations work: - Allow customers to request cancellations directly from the app or website, ensuring FTC compliance. - Select staff members to receive cancellation notifications. Note that cancellations must be manually processed by your team. ## Step 3: Payment Failure Criteria This applies to recurring memberships or subscriptions. Decide what happens when a payment fails: - **Cancel immediately after failure:** Stripe attempts to charge the customer, and if it fails, the membership is canceled right away. - **Cancel after X payment failures:** Define the number of failed attempts allowed before cancellation. This is useful during initial setup or migration, allowing extra time for customers to update card details. - **Suspend after first failure, Cancel after X days:** Membership moves to suspended after the first failed payment. Stripe retries the payment, and you can manually trigger retries. If payment fails after X days, the membership is canceled automatically. Note: Cancellations are irreversible, so it's advisable to keep the failure allowance high initially. ## Step 4: Invoice Settings Customize your invoices: - Update your tax ID, business name, address, and footer message as needed. - Click **Preview** to see the invoice layout and make adjustments before saving. ## Conclusion By following these steps, you have successfully updated your payment and invoice settings on Kenko.