Manage Payment Methods
Find Member > Payment Methods

Add New Payment Method

1. Find or add a member.
2. Click Payment Methods.
3. Click Add Card or Add Bank Account and enter the Account Information.
4. Review payment disclosure on the screen with the member and click the check box.
5. Click Save.  

Transfer Multiple Activities to a Different Payment Method

1. Find member.
2. Click Payment Methods
3. Add a new payment method.
4. Review current pending payments by clicking Pending Payments using the old payment method and clicking Close.
5. Click Transfer on the old payment method.
6. 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).
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 a 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 a new payment method from the 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 associated with an activity with payment plan records or future recurring billing. First, transfer the activity to another payment method. 

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