DESIGN-Full-Workflow-Integration-end-to-end-

07 — Payments & receivables

Lives in: Stripe (or a similar card processor) + your bookkeeping. Go-live: set up the plan; collect the $175 setup fee + the $35/month; keep the books straight.

Getting paid — and one rule that protects the whole model: the statement only goes to people who’ve paid. There are two charges, kept separate on purpose because they answer two different questions in the customer’s head.


What’s here

File What it is
receivables.md The billing states, gentle dunning, monthly reconciliation, and the paid-only gate
data/sample-receivables.csv A few made-up billing rows

Two charges

Charge When Working number Why it’s its own line
Setup fee Once, when they sign (05) $175, never discounted Pays for the real visit + install; answers “is this a serious service?”
Monthly Every month $35 (or $45 for a heavier home) The ongoing quiet + the statement; answers “is it worth keeping?”

Two money flows in the guild (MARKETING): the platform collects the customer’s membership and the operator’s dues; the operator bills the customer for the service directly. This stage handles the platform side and the customer’s plan. The operator’s own billing is theirs, and the operator’s dues are over in stage 09.

The paid-only rule (the one that matters)

The statement is the proof of value. Send it to someone who stopped paying and you’ve handed over the goods for free and taught them they don’t need to pay to keep getting it. So a statement only goes out to an account that’s paid up, and that check happens automatically (11), not by an operator remembering (LAUNCH-NOTES #9). Chasing a missed payment is gentle — we’re about keeping people, not collections — but the gate is firm.

What state an account can be in

new ─►(setup fee paid)─► paid up ─►(a charge fails)─► behind ─►(card fixed)─► paid up
                                          │
                                          └─►(no luck after a couple weeks)─► canceled  ──► statements stop

The full handling and the monthly reconciliation are in receivables.md.

Hand-offs