> ## Documentation Index
> Fetch the complete documentation index at: https://docs.uplifter.app/llms.txt
> Use this file to discover all available pages before exploring further.
# What are Uplifter's rules for billing, refunds and registration?
> The platform-wide rules for your Uplifter subscription, charging families, fees and tax, refunds, registration, waitlists, invitations and your club's web address.
**Must know**
* **What you pay Uplifter.** Your plan, billed each month or once a year on your club's anniversary, plus any platform fee on your paid transactions. A missed payment deactivates your club after 30 days.
* **What families pay.** Recurring charges collect on your **Monthly billing day**. You can pass card costs on with a **Service fee** or a **Surcharge**. Cash and e-transfer carry no processing fee.
* **What refunds cost.** A refund to the original payment method costs your plan's transaction fee rate, needs your payout balance to cover it, and counts toward a daily refund limit.
* **When a family payment fails.** It is tried again on later days (or until your Grace period ends, if you set one). Then a membership lapses, a pass expires, and a program enrollment stays active while you are alerted.
**Two grace periods.** Uplifter's fixed 30 days covers your own subscription. The **Grace period** you set under Payment Schedule covers only family charges.
## Your Uplifter subscription
**Where to find it.** **Settings > Billing & Usage > Subscription Billing**. Paid plans start with a 30-day free trial.
* **Billing.** A monthly plan is billed each month and a yearly plan its full price once a year, on your club's anniversary ([details](/club/your-subscription/understanding-your-billing-anniversary)).
* **Platform fee and tax.** A plan can add a percentage of your paid transactions (after discounts, not counting tax and fees), billed each month for the month just ended, even on a \$0 plan ([platform fee](/club/your-subscription/what-is-the-platform-fee-on-my-uplifter-bill)). Canadian clubs pay sales tax on the bill ([why](/club/your-subscription/why-is-tax-added-to-my-uplifter-bill)).
* **If a payment fails.** Your default payment method is tried first, then your others. Adding a payment method, or **Retry Payment** on the **Payment required** banner, tries again. Warnings go out 30, 7 and 1 days before deactivation ([details](/club/your-subscription/what-happens-when-my-payment-fails)).
* **Deactivation.** Unpaid at day 30, your club is deactivated for **Non-payment**. Nothing is deleted, but the admin dashboard, your club website and automatic services stop. Reactivating goes through Uplifter support and needs every unpaid invoice paid ([reactivating](/club/your-subscription/how-do-i-reactivate-my-club)). **Cancel Plan** deactivates your club at once.
## Charging families
**Where to find it.** **Settings > Financials > Payment Schedule** ([billing day and grace period](/club/payments-checkout/set-your-billing-day-and-grace-period)).
* **When charges run.** Monthly items collect on your **Monthly billing day** (1 to 31; 29 to 31 fall back to the month's last day), or on each item's signup date if you leave it empty. Per-session charges bill per session. **Recurring Charge Upcoming** emails families 3 days ahead by default.
* **Grace period and proration.** A **Grace period** of 0 to 365 days sets when an unpaid family invoice is overdue; memberships keep access through it, programs and passes don't. Programs in the categories you pick prorate by scheduled sessions. Monthly memberships prorate the first partial cycle by days unless the membership's **Prorate partial periods** switch is off; passes never prorate.
* **Failed charges.** Tried again on later days, or until your Grace period ends if you set one. No family is charged twice for one date. When tries run out, a punch card keeps working but its billing stops ([failed charges](/club/payments-checkout/what-happens-when-a-recurring-charge-fails)).
* **Stopping and payment plans.** Pause or cancel a charge on **Financials > Recurring Billing** ([details](/club/payments-checkout/pause-resume-cancel-recurring-charge)). **Payment Plans** is off unless it is on for your club; each installment is its own invoice ([payment plans](/club/programs-classes/offer-a-payment-plan)).
## Fees and tax
**Where to find it.** **Settings > Financials > Checkout & Taxes** ([who pays](/club/money-payouts-accounting/who-pays-processing-fees)).
* **Processing fee.** The payment processor's fee comes out of your payout, on the full amount charged, fees and surcharges included.
* **Passing it on.** Add a [Service fee](/club/money-payouts-accounting/payment-methods-and-service-fees) per payment method, or a checkout or renewal [Surcharge](/club/money-payouts-accounting/add-a-checkout-or-renewal-surcharge).
* **Cash and e-transfer.** **Cash**, and **Interac E-transfer** in Canada, carry no processing fee. The invoice stays due until you record the payment ([details](/club/money-payouts-accounting/accept-cash-or-e-transfer-at-checkout)).
* **Sales tax.** Families pay it on top, or your prices include it. Programs, memberships and store products can be **Tax Exempt** ([sales tax](/club/money-payouts-accounting/set-up-sales-tax)).
## Refunds
**How it works.** **Issue refund** on a paid invoice lets you set, line by line, how much goes back and whether the item stays or ends. It needs the **Edit Financials** permission ([refunding an invoice](/club/refunds-cancellations/how-do-i-refund-a-paid-invoice)).
| Refund to | Daily limit, balance check and fee |
| - | - |
| **Original payment method** | Apply |
| **Account credit** | Do not apply |
| **Record cash refund** | Do not apply |
| **Record E-transfer refund** | Do not apply |
* **What can be refunded.** Programs, store products, memberships, passes, custom items and punch cards, up to what each line collected after discounts. Event registrations, competition entries, bookings and gift cards can't be refunded yet ([which purchases](/club/refunds-cancellations/which-purchases-can-i-refund)).
* **Cost.** A refund to the original payment method costs your plan's transaction fee rate on everything returned, tax and refunded fees included.
* **Balance.** Your payout balance must cover it. If it can't, admins who can top up see **Top Up & Continue** ([blocked refunds](/club/refunds-cancellations/refund-blocked-insufficient-balance)).
* **Daily limit.** Refunds to the original payment method have a daily limit per club. Over it, the refund waits for Uplifter's review ([daily limit](/club/refunds-cancellations/daily-refund-limit)).
## Registration and waitlists
* **Requirements.** One rule set covers programs, memberships, passes, bookings, competitions, events and store items: age, gender, level, achievement, membership, pass, waiver, medical info, file and earlier purchases ([earlier purchases](/club/programs-classes/require-an-earlier-purchase)).
* **Windows and capacity.** Registration has a start and end date, and an **Early Access Code** lets chosen families in first. A full program stops taking registrations. A paid registration that loses the last spot is refunded automatically, unless it was bought while signed in for an athlete in a family account ([why](/club/refunds-cancellations/why-drop-in-refunded-automatically)).
* **Waitlist promotion.** With **Automatic Promotion** on for the program (off by default), the next family's saved card is charged when a spot opens. Otherwise staff click **Promote**. A declined card holds the spot for 24 hours while Uplifter tries it again ([when a spot opens](/club/waitlists/what-happens-when-a-spot-opens-in-a-full-program)).
* **When families pay.** Charge **When a spot opens up** or **As soon as they join the waitlist**. A fee paid at join is never refunded automatically ([when families pay](/club/waitlists/choose-when-families-pay-for-a-waitlist)).
## Renewals, invitations and your web address
* **Renewals.** Memberships renew when their recurring charge succeeds, and ended ones are marked complete. When a pass ends, an auto-renew pass renews and any other pass expires.
* **Registration status** changes on its own as your registration dates arrive, in your club's time zone: **Scheduled** to **Open** to **Closed**. Draft, Closed and Archived programs never change.
* **Invitations.** Staff and guardian invitations expire after 7 days and work once. Re-sending one expires the earlier link ([staff invitations](/club/staff-operations/staff-invitation-lifecycle)).
* **Web address.** 3 to 63 characters: lowercase letters, numbers and hyphens, with no hyphen at either end, and unique to your club ([website address](/club/website-store/set-your-website-address-subdomain)).
**Related:** [What happens when my subscription payment fails?](/club/your-subscription/what-happens-when-my-payment-fails) · [What happens when my club is deactivated for non-payment?](/club/your-subscription/what-happens-when-my-club-is-deactivated) · [Which purchases can I refund?](/club/refunds-cancellations/which-purchases-can-i-refund) · [What is a program waitlist?](/club/waitlists/what-is-a-program-waitlist)