How to update a payment method

Billing Membership

Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

When a credit card reaches its expiration date, you may need to update the payment method to ensure that the payment will process successfully.

On the contact profile, select the Billing tab and then select the Payment Methods sub tab. You will see the list of payment methods registered on the contact profile.

Select a payment method and then click the pencil button to update the information. There is also a trash button to delete the payment method from the profile.

Update the expiration date as needed or set the payment method as primary. Click the Update Payment Method button to save the changes.


You can also have your payment method either active or inactive using the toggle button. If you set it to inactive, it will only disable recurring membership payment. POS transaction and single invoice transaction will still process even if the payment method is inactive.

Please check the article Payment Method Types to view the list of the payment method types.

The report on inactive/expired payment option can be found in the Billing menu under Reports.

Important Note:

You can export to excel the Pause and Freezes Memberships.

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