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Last modified by David Stadnyk on 2026/03/25 16:56
From version 8.2
edited by David Stadnyk
on 2026/03/25 16:56
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To version 4.1
edited by Isaac Mejia
on 2025/12/15 17:06
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1 1  {{include reference="KBArticleHeader.WebHome"/}}
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3 -**Adding or Updating a Member's Payment Information**
3 += Adding or Updating a Member's Payment Information =
4 4  
5 -Members can store payment methods on file for contracts or purchases made through Member Manager. To add or update a payment method, navigate to **Members** and search for the member, then open the **Admin** tab and select **Add New** for either payment type.
5 +{{info}}KB: MSI Knowledgebase • Category: Payment Management • Source: [[https://membersolutions-9221154.hs-sites.com/kb/adding-or-updating-a-members-payment-information>>https://membersolutions-9221154.hs-sites.com/kb/adding-or-updating-a-members-payment-information]]{{/info}}
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7 -**Credit Card Requirements:**
7 +Members can be set up to have payment methods on file to use to pay for their contracts, or any purchases they might want to make through the Member Manager platform. This guide aims to help you set up those payment methods, or update them if they already had one on file.
8 8  
9 -* Credit Card Number
9 +* First we'll use the **Members **tab to find the member who's payment method you want to edit
10 +
11 +* Once you find the member you can click on the **Admin** tab at the top of the screen
12 +
13 +* Now you can select to **Add new **for either payment type Credit Card for ACH
14 +
15 +For **Credit Card** you will need the following
16 +
17 +Credit Card Number
18 +
10 10  * Expiry Date
20 +
11 11  * CVV
22 +
12 12  * Name on Card
24 +
13 13  * Address
14 14  
15 -**ACH Requirements:**
27 +* For **ACH **you will need the following
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17 -* Routing Number
29 +Routing Number
30 +
18 18  * Account Number
32 +
19 19  * Account Type
34 +
20 20  * Bank Name
21 -* Name on Account
22 -* Address
23 23  
24 -Once all required information is entered, click **Save and Exit**. The payment method will then appear saved on the member's profile.
37 +* Name on account
25 25  
26 -To edit an existing payment method, return to the **Admin** tab and click on the saved credit card number or bank account number to make changes.
39 +* Address
27 27  
28 -**Note:** Payment methods that have been used to purchase a contract cannot be deleted.
41 +* Once you've added the necessary information to the payment method of choice you can click **Save and Exit. **Once the page loads you should see the payment method was saved to the member's profile.
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43 +* If you ever need to edit the payment method for a member you can go the **Admin** page and click on the saved Credit Card Number or Bank Account Number which will allow you edit that particular saved payment method. //Note: You can not delete a saved payment method that has been used to purchase a contract//
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