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.