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Bookings

Overdue membership payments

Overdue members on Memberships and in Needs a nudge, a pay link from your own WhatsApp, reminders on days 1, 4 and 8, and an optional pause until they pay.

Zack Lam
Authored by Zack LamFounder, doTask
Two colleagues working through a plan together
Bookings
Read it in the appThe same article opens from Help inside app.dotask.io, beside the screen it describes.

When a membership period’s invoice is still open after its due date, the membership is Payment overdue. Bookings › Memberships lists them under Payment overdue with the amount, the day overdue, the reminders sent and whether it is paused; Customers › Needs a nudge lists them too.

  • WhatsApp opens your own WhatsApp with the invoice message and its pay link filled in; nothing is sent until you press send. Copy pay link and Email are beside it. Each one is counted on the membership.
  • The pay link is the invoice page: bank transfer details, and online payment through your Stripe when it is connected (card, plus FPX online banking and GrabPay for ringgit when your Stripe account has them switched on; DuitNow QR is not offered by Stripe). In a Shopify workspace the card button is the store’s own checkout.
  • Bookings › Settings › Policies → Payment reminders: on the days you choose (1, 4 and 8 days overdue by default) a reminder is written for the automation “Payment reminders for a membership”, which emails the amount and a Pay now button. A day missed is skipped, never sent late.
  • After the reminders: Flag only (the default), or pause their sessions until they pay from a day you choose. A paused membership is not used by bookings by itself and self check-in sends them to the desk. Paying lifts the pause.
See also:All documentationFAQ