Overview
Every transaction in PushPress generates an invoice. Understanding how invoices work gives you full control over how and when payments are collected. This article covers the full payments workflow from invoice creation through overdue collection.
Who can do this: Admin and Staff with billing access
Where: Control Panel → Payments / Member Profile → Billing tab
How Invoicing Works
When any transaction is initiated — plan charge, product sale, event registration — PushPress creates an invoice first. That invoice controls how payment is collected. This gives you flexibility before money moves.
What you can do with an open invoice:
Add items (e.g., bundle a product into a plan renewal)
Collect a partial payment and leave the rest open
Schedule it to collect automatically on a future date
Split payment across multiple methods or cards
Forgive (delete) the invoice if no payment will be collected
Scheduling a Future Invoice
To pre-generate and schedule a member's next billing:
Go to the member's profile.
Next to their plan name, click the three dots menu.
Select Create Next Invoice to generate the next billing period invoice.
Click on the invoice to apply a payment method and amount.
To change the next billing date: use the same three dots → Change Billing Date.
Billing on the 1st: If you want all members on a plan to bill on the 1st of the month, enable this in Plan Settings. It applies to all members on that plan going forward. Must be enabled per plan — it can't be applied globally to all plans at once.
Split Payments
PushPress doesn't have a built-in single split payment feature, but there are three workarounds:
Option 1 — Deposit + balance (e.g., $50 down, $175 later)
Create a non-recurring plan for the deposit amount ($50). Link this as the public sign-up plan.
Create a second non-recurring plan for the remainder ($175).
Manually assign the second plan to each person on the date the balance is due.
Option 2 — Multiple scheduled payments
Add a recurring plan to the member, set the start date for the first payment.
Use the three dots → Change Amount/Discount to set the first payment amount.
Repeat with a second plan for the second payment date and amount.
Note: the member will have two identical plans on their account — they can check in using either.
Option 3 — Installment plan (e.g., 3 payments of $100 over 3 weeks)
Create a recurring plan at $100.
Set Recurring Interval to 1 Week(s).
Toggle Recurs Forever to NO.
Set Number of Occurrences to 3.
Note: if you prorate the first payment manually, it does not count toward the occurrence limit.
Handling Failed Charges
When a payment fails, PushPress will surface it in three places:
Dashboard → Failed Billing section
Payments → Invoices tab (filter by failed)
Member profile → Billing tab
Steps to resolve:
Verify the card — it's often easiest to remove the current card and re-add it (even the same one). This clears any stored data issues.
Check the failure reason — open the failed invoice and scroll to the transaction details. Common reasons: insufficient funds, incorrect card number, wrong CVV or zip code, bank restriction.
If the card is correct but still failing — ask the member to contact their bank. Banks sometimes block new recurring merchants or flag large charges. This is the most common cause of repeat declines.
For ACH failures — if the invoice shows "currently charging," it may be locked. Use the Unlock option on the invoice, then retry.
Collecting Overdue Payments
To find overdue balances:
Dashboard → Failed Billing — quick overview
Payments → Invoices tab — full list, filterable
Member profile → Billing tab — per-member view
To collect:
Open the invoice from any of the above locations.
Click View Invoice.
Select the payment method and amount to apply.
Submit.
If member updated their card: Verify their plan is referencing the new card — plans don't auto-switch to a new payment method. Also, the system runs a nightly retry for any member with a valid payment method on file — overdue balances may collect automatically overnight.
Troubleshooting
Payment shows failed in Stripe but member says it came out of their account
This is typically a pending hold that will reverse. The transaction likely didn't complete. Monitor for 3–5 business days.
Refund discrepancy — refunded amount doesn't match deposit adjustment
Processing fees are not returned on refunds. Your business absorbs the original fee on the refunded transaction.
Invoice won't let me collect — shows as locked
Use the Unlock option on the invoice before retrying.