> ## Documentation Index
> Fetch the complete documentation index at: https://docs.book2befit.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Payments

> Accept online payments, record manual payments, and manage receipts — powered by Stripe.

Book2befit uses **Stripe** for online payment processing. You connect your own Stripe account so payouts go directly to you. Manual (offline) payments can also be recorded for cash, bank transfers, and other in-person transactions.

Navigate to **Payments** in the sidebar to manage everything payment-related.

## Payments overview

The **Overview** tab shows all payments — both online and manual — in a single list, with summary stats at the top:

* **Succeeded (this month)** — total volume of succeeded payments in the current calendar month
* **Payments (this month)** — count of succeeded payments in the current calendar month
* **Pending** — number of payments currently in a pending state

Click any row to open the detail panel. From there you can view payment details, send or download a receipt (for succeeded payments), and edit or mark-as-unpaid manual payments.

### Filtering and search

| Filter | Options                                                                     |
| ------ | --------------------------------------------------------------------------- |
| Date   | All dates · Today · From today · Before today                               |
| Status | All statuses · Pending · Succeeded · Failed · Refunded · Partially refunded |
| Source | All sources · Stripe · Manual · Other                                       |
| Sort   | Newest first · Oldest first · Amount (high) · Amount (low)                  |

Use the search bar to find payments by client name, email, description, booking reference, session name, activity name, payment method, or invoice number.

## Connecting Stripe

Before accepting online card payments, you need to connect a Stripe account.

<Steps>
  <Step title="Go to Payments → Online payments">
    Navigate to **Payments** in the sidebar and open the **Online payments** tab.
  </Step>

  <Step title="Complete your organization profile">
    Stripe requires your organization details to be filled in before connecting. If anything is missing, a warning is shown with the fields you need to complete first (under **Settings → Organization**).
  </Step>

  <Step title="Click Connect with Stripe">
    You'll be redirected to Stripe to create or connect an existing account.
  </Step>

  <Step title="Complete Stripe onboarding">
    Fill in your business details, bank account, and identity verification on Stripe's side. This typically takes a few minutes.
  </Step>

  <Step title="Return to Book2befit">
    Once connected, your Stripe status shows as **Live** when both charges and payouts are enabled.
  </Step>
</Steps>

<Note>
  Until Stripe is connected, sessions can still be set to **Pay at location** only.
</Note>

### Stripe account status

After connecting, the **Online payments** tab shows your account details:

| Field              | Description                                        |
| ------------------ | -------------------------------------------------- |
| Status             | Live · Pending review · Onboarding · Not connected |
| Charges            | Whether your account can accept charges            |
| Payouts            | Whether payouts to your bank are enabled           |
| Country / Currency | Your Stripe account's country and default currency |
| Connected          | Date the account was connected                     |

If your account is not yet fully set up, a **Continue setup** button is shown to resume Stripe onboarding.

### Stripe embedded dashboard

Once connected, the **Online payments** tab includes an embedded Stripe interface with three sub-tabs:

* **Payments** — view and manage Stripe payments directly
* **Payouts** — see upcoming and past payouts to your bank
* **Account** — manage your Stripe account settings

### VAT / tax settings

The **Online payments** tab also has a **VAT included in price** toggle. When enabled, the session price already includes VAT — Stripe shows the breakdown at checkout but does not add tax on top. When disabled, you are responsible for your own tax setup in Stripe.

### Platform fee

Book2befit charges a platform fee as a percentage of your total monthly sales. The fee is deducted directly from your Stripe balance on the last day of each month, and you receive a consolidated invoice by email. The fee percentage depends on your plan — see [Plan Tiers](/plans-and-settings/tiers).

## Payment methods for sessions

When creating a priced session (price > 0), you choose how clients can pay:

| Method              | Description                                                                                                                 |
| ------------------- | --------------------------------------------------------------------------------------------------------------------------- |
| **Online payment**  | Client pays via Stripe when booking from the public page. Card, iDEAL, and other methods depending on your Stripe settings. |
| **Pay at location** | Client pays in person. No Stripe charge — you handle it manually.                                                           |

Both options can be enabled on the same session. Pay at location requires the **Growth plan** or above.

## Manual payments

Use the **Manual payments** tab to record cash or other offline transactions. Click **Record payment** and fill in the form:

| Field         | Required | Notes                                                                 |
| ------------- | -------- | --------------------------------------------------------------------- |
| Client        | ✓        | Select from your client list                                          |
| Amount        | ✓        |                                                                       |
| Currency      | ✓        | EUR, USD, or GBP                                                      |
| Method        | —        | Cash · Bank transfer · PoS (card at location) · Card (manual) · Other |
| Paid at       | —        | Date and time of payment                                              |
| Description   | —        | e.g. "Membership March"                                               |
| Notes         | —        | Internal notes                                                        |
| Tax %         | —        | Optional tax rate                                                     |
| Tax label     | —        | Defaults to "VAT"                                                     |
| Tax inclusive | —        | Whether the amount already includes tax                               |

Manual payments appear alongside online payments in the Overview tab. Manual payments can be edited after creation — click the payment row and then **Edit** in the detail panel.

## Receipts

For any succeeded payment you can send or download a receipt from the payment detail panel:

* **Send receipt** — emails a receipt to the client
* **Download receipt** — downloads the receipt as a PDF

## Refunds

Refunds are processed through the booking cancellation flow, not directly from the Payments page. When you cancel a booking, a refund is submitted automatically if **Auto-refund on cancellation** is enabled for that location and Stripe is connected.

To configure this, go to **Locations → General** and toggle **Auto-refund on cancellation** on.

See [Bookings](/core-features/bookings) for the full cancellation flow.

## Disconnecting Stripe

Go to **Payments → Online payments** and click **Disconnect**. Confirm in the prompt that appears. Existing payment records are retained. New online payments will be paused until you connect a Stripe account again.

<Warning>
  Disconnecting Stripe does not cancel active client subscriptions. Cancel any active subscriptions before disconnecting to avoid failed charges.
</Warning>

<Accordion title="Which currencies are supported?">
  Book2befit supports EUR, USD, and GBP for manual payments. For Stripe online payments, the currency is determined by your connected Stripe account's settings.
</Accordion>

<Accordion title="Are there transaction fees on top of Stripe's fees?">
  Yes — Book2befit charges a monthly platform fee as a percentage of your total sales. The rate depends on your plan. See [Plan Tiers](/plans-and-settings/tiers) or **Settings → Billing**.
</Accordion>

<Accordion title="What happens if a payment fails?">
  Failed payments appear in the Payments Overview with a **Failed** status. For subscription products, Stripe retries the charge according to your Stripe retry settings.
</Accordion>