Hearth & Hall

Billing

Member charges flow from priced reservations (and manual catalog lines) onto an open tab, then to an invoice, then to payment. Member dues settle to your organization through Stripe Connect — Hearth & Hall does not take a cut or hold those funds.

Permissions

Capability Typical grant
Manage open tabs / estimates billing.estimates.manage (Treasurer / Hospitality-style roles)
Send invoices, refunds, Connect onboarding billing.invoices.send
View all invoices and QuickBooks export billing.invoices.view-all
Everything Organization Admin

Open tabs (estimates)

Priced reservation holds create or update the bill-to member’s open tab. Someone with Manage Estimates can:

  • Pick another member’s open tab
  • Add Catalog Charge (priced from the catalog — no typed dollar overrides)
  • Change quantities or remove draft lines before convert

Removing a reservation-linked line cancels that hold (it is not a $0 charge).

Convert, send, pay

  1. Convert invoices completed reservation charges (holds whose end time has passed) plus any manual lines. Upcoming reservation charges stay on the open tab until those holds finish. Convert is blocked when nothing is billable yet.
  2. Send emails the bill-to member a billing link to pay or download a PDF.
  3. Members pay with a saved card when payments are enabled for your environment.
  4. Use Download on any invoice for the PDF.
  5. Someone with Send Invoices (or Admin) can Refund a paid or partially paid invoice from the invoices table.

Members also see household invoice and payment history under My Profile.

Organization payouts (Stripe Connect)

Member dues settle via Stripe Connect, not to Hearth & Hall.

  1. Someone with Send Invoices (or Admin) opens Billing → Organization Payouts.
  2. Start Stripe’s hosted onboarding (identity + bank) and return to Billing when finished.
  3. Use Refresh Status if the page does not update on return.

Members may save a card on file before payout setup is complete, but Pay stays blocked until Stripe reports the connected account can accept charges.

Never enter club bank account or card PANs into Hearth & Hall forms outside Stripe-hosted or embedded flows — the product stores tokens only.

Exports and platform fees

  • Billing → Export to QuickBooks — see QuickBooks Export
  • Fees your club pays Hearth & Hall — see Platform Fees and the in-product Platform Fees nav item

See also