Manage Payment Methods
Find Member > Payment Methods

Add New Payment Method

1. Find or add member
2. Click Payment Methods
3. Click Add Card or Add Bank Account > Enter Account Information
4. Review payment disclosure on screen with member > Click check box.
5. Click Save  

Transfer Multiple Activities to a Different Payment Method

1. Find member.
2. Click Payment Methods
3. Add new payment method.
4. Review current pending payments by clicking Pending Payments on the old payment method > Click Close
5. Click Transfer on the old payment method.
6. Check payments that should be moved to new method (does not need to be all payments unless payment method is expiring or being deleted) .
7. Set the "to" payment method to be the new method already added.
8. Click Save 
9. Once all pending payments have been moved, you can delete the old billing method if needed.  

Transfer One Activity to a Different Payment Method

1. Find member
2. Click Activities 
3. Click on the row of the activity. 
4. Click Recurring Billing or Payment Plan (if neither link is available, the activity has no billing records)
5. Select new payment method from drop down list.
6. Click Save

Edit Payment Method

1. Find member
2. Click Payment Methods
3. Click Edit
4. Make changes 
5. Click Save

Delete Payment Method

A payment method cannot be deleted if it is attached to an activity with payment plan records or future recurring billing. Transfer the activity to another payment method first, then delete. 

1. Find member
2. Click Payment Methods
3. Click Delete
4. Click Yes on the confirmation message.