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Store Credit Cards in the Back Office

Updated

 

The Goal: Store a member's credit card or bank account as a payment profile on their contact record in the back office for future automated billing use.

Before You Begin:

  • Your payment gateway must be GrowthZone Pay or NAR Ecommerce for back-office card storage to be available.
  • Note: Credit cards are stored at the processor — they are NOT stored on GrowthZone servers.
  • Note: With GrowthZone Pay, ACH bank account information may also be stored, but the member must enter their bank information themselves — staff cannot store bank information through the back office.
  • Navigate to the contact record for the member whose payment profile you wish to add.

 

Step-by-Step Instructions

  1. On the contact's Billing Setup tab, scroll to the Stored Payment Profile section.
  2. Click the add icon. The Add Payment Profile dialog box will open.
  3. Select a Payment Profile Type from the drop-down list.
  4. Select the desired Payment Gateway.
  5. Enter all required Card Information. Required fields will vary depending on the payment processor you are using.
  6. Click Done.

See Invoice Processing for Stored Payment Profiles for further details on how automated payment processing works.

Common Pitfalls

  • Autopay disconnected after membership changes: If any change is made to the membership, the Autopay will need to be reconnected. Always verify the payment profile assignment after updating membership details.
  • Bank account storage not available for staff: Staff cannot enter ACH bank account information in the back office. The member must enter their own bank information via the Info Hub or online payment flow.
  • Unsupported payment gateway: Credit card storage through the back office is only available when using GrowthZone Pay or NAR Ecommerce as the payment gateway.

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