Adding or Updating a Member's Payment Information

Last updated on March 25, 2026

Adding or Updating a Member's Payment Information

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.

Credit Card Requirements:

• Credit Card Number
• Expiry Date
• CVV
• Name on Card
• Address

ACH Requirements:

• Routing Number
• Account Number
• Account Type
• Bank Name
• Name on Account
• Address

Once all required information is entered, click Save and Exit. The payment method will then appear saved on the member's profile.

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.

Note: Payment methods that have been used to purchase a contract cannot be deleted.