Payments & Schemes screen
What it is
Section titled “What it is”The Payments & Schemes screen is the admin’s second billing screen. It covers the settings that apply to the whole syndicate rather than to rates: the currency, and it is the navigation home for Billing Schemes (the named packages that combine dues and a usage-rate modifier).
Unlike the Asset rates screen, nothing here cascades per asset (other than currency, which in practice is always syndicate-level). The fields here are syndicate-wide.
Who can use it
Section titled “Who can use it”- Admin (including treasurer admins): view and change all fields; navigate to Billing Schemes.
- Members: do not see the Payments & Schemes screen.
Where to find it
Section titled “Where to find it”In the app:
- Open the syndicate.
- Go to the Admin tab.
- Tap Payments (under Money), then Provider.
Fields / options
Section titled “Fields / options”The screen is divided into three areas: Currency, Payment collection, and Billing Schemes.
Currency
Section titled “Currency”| Field | Notes |
|---|---|
| Currency | ISO 4217 code (e.g. GBP, EUR, USD). Used for every monetary display across the syndicate. Default: GBP. |
Payment collection
Section titled “Payment collection”This area is where an admin connects the syndicate to online payments and, once connected, sets up Direct Debit collection.
Connect the payment account. Until the account is connected, the section shows a status of Not connected and a Connect action. The action opens a wizard that collects the business type and the details the payment provider needs, then hands off to the provider’s hosted pages to finish identity verification. Card and Direct Debit capabilities switch on as the provider clears them, which can happen at different times. The full sequence is in Set up a payment account. A note below the controls states the platform fee (the small percentage Syndik8 takes from the syndicate side of each charge), which defaults to 0.5%.
Set a Direct Debit collection schedule. Once the account is connected, a Direct Debit collection section lets an admin (treasurer counts as admin) set a schedule (an interval plus a next-collection date) so a daily runner collects whatever each member with an active mandate owes. A Collect now button previews the per-member amounts and collects on confirmation. Collect by Direct Debit walks through both, including how to pause and stop a schedule.
Record an external payment. A payment made outside the app (bank transfer, cash, cheque) is still recorded by an admin (treasurer counts as admin) adjusting the relevant member’s balance. The mechanics of the resulting transaction are described under the Payment row of Transaction types.
Billing Schemes
Section titled “Billing Schemes”A card links to the Billing Schemes screen, which lists every scheme defined on the syndicate and lets admins add, edit, delete, or promote a scheme to the default.
Each scheme carries:
| Field | Notes |
|---|---|
| Name | Display label. Examples: Equity member, Renter, Founder. Used on member detail rows, on usage-log estimates, and on statements. |
| Default | One scheme is marked the syndicate default. New members land on it unless admins reassign them. |
| Dues amount and dues interval | The periodic charge for members on this scheme. Interval options: day, month, year. Stored in the syndicate’s currency. |
| Rate modifier type | How the scheme adjusts the asset base rate: None (base rate) (base rate unchanged), Fixed offset (adds or subtracts a fixed amount), Percentage (scales by a percentage), Override (replaces the base rate outright). |
| Rate modifier value | The numeric value applied according to the modifier type. |
For the full semantics of how the modifier combines with the asset’s base rate, see Member rates (billing schemes) and Rate resolution chain.
Behaviour rules
Section titled “Behaviour rules”- Scheme definitions are syndicate-wide. There is no per-asset scheme definition. The same set of schemes applies across every asset.
- Per-asset scheme rates are a separate concept. The actual rate that results from “scheme X × asset Y” is set in the asset’s billing configuration, on the Asset rates screen for single-asset syndicates and on each asset’s own billing screen for multi-asset syndicates. See Default and per-asset settings.
- The default scheme cannot be deleted without first promoting another scheme. The syndicate must always have exactly one default scheme. The delete action is disabled on the default row.
- Changing the currency does not convert historical amounts. Past transactions keep their original currency; future charges use the new one. For this reason, the currency change confirmation warns admins and is typically set once at syndicate creation and left alone.
See also
Section titled “See also”- Asset rates: where the actual rates live.
- Member rates (billing schemes): the full worked-example treatment of schemes.
- Rate resolution chain: precedence rules.
- Default and per-asset settings.