Credit Cards:
You will first need to add a client's credit card to be able to bill them automatically.
How to Add Clients Credit Card
Go to the Contact profile and click on Billing.
Click on the Payment Methods tab and select +Add new credit card option.
3. Add the payment details.
a. Card Number
b. Expiry Date
c. Secure Code
d. Name on card
4. Add the billing details.
3. Click the Add payment method button to complete the process.
If it is the first credit card for this contact it will automatically become the "Primary" payment method.
How To Edit Credit Card
1. Go to the Contact profile and click on the Billing section.
2. Select the Payment Methods tab and click on the pencil icon to update/edit info.
3. Enter the info you would like to edit and then click on "Update payment method".
How To Delete Credit Card
1. Go to the Contact profile and click on the Billing section.
2. Select the Payment Methods tab
3. Click on the trash bin icon to delete the credit card.
4. After clicking the red trash can icon, a pop-up box confirming your attempt to delete the credit card will appear. Click "OK" to delete the credit card.
Pro Tip #1:
You will not be able to delete a credit card if:
it is a primary payment method
it is associated with a membership in the contact's profile
it is the only credit card on file
it is a card with an "expired" expiration date
Pro Tip #2:
To delete a credit card with an "expired" expiration date, you simply need to update its expiration date to a future date.
Once you have made the updates, you may now proceed and delete the card.
Pro Tip #3:
In selecting a payment method when adding the membership, if the membership is added on the same day, the system will charge the selected payment method. But if the membership was added and set for a future date, the system by default, will charge the primary card regardless of the selected payment option.
ACH Payments
ACH is another payment option that allows you to set up subscription payments using a bank routing and account number for either a checking or savings account.
This payment method can save you and your staff time as ACH payment methods don't have an expiration date. In addition, the processing fees are less for ACH payments.
Important Note: ACH is an applicable payment method when processing a single Retail payment as long as the existing client already has it listed as a payment option. It will be a listed option when you click Credit Card on the Retail system.
How To Add an ACH Payment Method to Membership Billing:
Go to the Contact Profile.
Select the Billing section and click on the Payment Methods option.
Click the +Add bank account tab.
4. Add the payment details.
a. Bank Account Number
b. Routing Number
c. Holder Name
d. Account Type ( Bank Checking or Bank Savings)
Pro Tip: If using a checking account the bank routing number is the first set of 9 numbers on the bottom of the check. The second set of numbers is the checking account number. It is recommended that you double-check to ensure the check number is not included in the account number when taking the information from a check.
5. Add the billing details.
6. Click Add Payment Method.
* You have the option to make the ACH your primary payment method.
How to add ACH on an existing subscription
Once you have added ACH as a payment method you may use ACH on existing subscriptions. You do this by clicking the Edit Payment Method button on the existing subscription you wish to change.
2. Then, select the payment method.
3. After clicking Confirm you will be redirected to the Subscriptions page. There you will see the updated payment information reflected as Bank Account/Checking.
Editing the ACH information
If the ACH information requires editing for any reason, you may go to the Payment Methods and click the edit button next to the ACH method.
Once the edit window opens you may edit the bank information address or set this as the Primary Payment method by turning on the Primary toggle.
Be sure to click the Update payment method button to save your changes.
Deleting ACH Payment Method
If you need to delete the ACH payment method for any reason, you must first ensure it is not selected as the Primary Payment Method.
If it is the Primary Payment Method, you will just need to add the new payment method and select that as the primary or edit an existing payment method to be the new primary.
Next ensure this payment method is not connected to any active subscriptions. You can check this by going to Subscriptions in the Membership Billing and editing the Payment Method to a new or existing payment method.
Click the edit button next to the payment method and select the payment method you wish to use.
Click the Select button for the payment method you want to use.
Once it is confirmed that this is no longer the Primary Payment Method and there are no subscriptions attached to this payment method, you may go back to Payment Methods to delete it.
Click the Delete icon.
You will receive a pop-up message confirming you wish to delete the payment method. Click the Ok button to continue with the deletion.
