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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| author | version | line-number | content |
|---|---|---|---|
| 1 | {{include reference="KBArticleHeader.WebHome"/}} | ||
| 2 | |||
| 3 | **Adding or Updating a Member's Payment Information** | ||
| 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. | ||
| 6 | |||
| 7 | **Credit Card Requirements:** | ||
| 8 | |||
| 9 | * Credit Card Number | ||
| 10 | * Expiry Date | ||
| 11 | * CVV | ||
| 12 | * Name on Card | ||
| 13 | * Address | ||
| 14 | |||
| 15 | **ACH Requirements:** | ||
| 16 | |||
| 17 | * Routing Number | ||
| 18 | * Account Number | ||
| 19 | * Account Type | ||
| 20 | * Bank Name | ||
| 21 | * Name on Account | ||
| 22 | * Address | ||
| 23 | |||
| 24 | Once all required information is entered, click **Save and Exit**. The payment method will then appear saved on the member's profile. | ||
| 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. | ||
| 27 | |||
| 28 | **Note:** Payment methods that have been used to purchase a contract cannot be deleted. | ||
| 29 | |||
| 30 | {{include reference="KBSupportCTA.WebHome"/}} |