Wiki source code of Adding or Updating a Member's Payment Information

Last modified by David Stadnyk on 2026/03/25 16:56

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1.1	1	{{include reference="KBArticleHeader.WebHome"/}}
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8.2	3	Adding or Updating a Member's Payment Information
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8.2	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.
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8.2	7	Credit Card Requirements:
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8.2	9	* Credit Card Number
1.1	10	* Expiry Date
	11	* CVV
	12	* Name on Card
	13	* Address
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8.2	15	ACH Requirements:
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8.2	17	* Routing Number
1.1	18	* Account Number
	19	* Account Type
	20	* Bank Name
8.2	21	* Name on Account
	22	* Address
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8.2	24	Once all required information is entered, click Save and Exit. The payment method will then appear saved on the member's profile.
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8.2	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.
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8.2	28	Note: Payment methods that have been used to purchase a contract cannot be deleted.
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	30	{{include reference="KBSupportCTA.WebHome"/}}