Manage Payment Methods
Find Member > Payment Methods
Add New Payment Method
- Find or add a member.
- Click Payment Methods.
- Click Add Card or Add Bank Account and enter the Account Information.
- Review payment disclosure on the screen with the member and click the check box.
- Click Save.
Transfer Multiple Activities to a Different Payment Method
- Find member.
- Click Payment Methods
- Add a new payment method.
- Review current pending payments by clicking Pending Payments using the old payment method and clicking Close.
- Click Transfer on the old payment method.
- Check payments that should be moved to a new method (all payments do not need to be made unless the payment method expires or is deleted).
- Set the To payment method to be the new method already added.
- Click Save.
- Once all pending payments have been moved, you can delete the old billing method if needed.
Transfer One Activity to a Different Payment Method
- Find a member.
- Click Activities.
- Click on the row of the activity.
- Click Recurring Billing or Payment Plan (if neither link is available, the activity has no billing records).
- Select a new payment method from the drop-down list.
- Click Save.
Edit Payment Method
- Find member.
- Click Payment Methods.
- Click Edit.
- Make changes.
- Click Save.
Delete Payment Method
A payment method cannot be deleted if associated with an activity with payment plan records or future recurring billing. First, transfer the activity to another payment method.
- Find member.
- Click Payment Methods.
- Click Delete.
- Click Yes on the confirmation message.