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Store and Assign a Payment Profile

Updated

What this does: Stores a member’s card on their contact record and assigns it to their recurring fees, so dues are charged automatically (autopay).

Applies to: GrowthZone associations using GrowthZone Pay or National Association of REALTORS® (NAR) e-commerce. Cards are stored at the processor, not on GrowthZone servers.

Before you start: Members must enter bank accounts (ACH) themselves in the Info Hub; staff can’t enter bank details. For the full autopay picture, see Set Up and Manage Autopay.

Time needed: About 5 minutes.

Store a credit card

  1. Open the member’s contact record. On the Billing Setup tab, scroll to Stored Payment Profiles.
    Contact Billing Setup tab scrolled to Stored Payment Profiles, with the section heading and its add icon boxed
  2. Click Add (+). The Add Payment Profile window opens.
    Add Payment Profile window with Payment Profile Type and Payment Gateway boxed
  3. Choose the Payment Profile Type and Payment Gateway.
  4. Enter the Card Information. Required fields depend on your processor.
    Card Information fields in the Add Payment Profile window boxed
  5. Click Done.

Assign the profile to recurring fees

A stored profile isn’t charged until it’s assigned.

  1. On the contact’s Billing Setup tab, scroll to Membership Scheduled Billing.
    Billing Setup tab, Membership Scheduled Billing section
  2. Click the hyperlink for the scheduled billing item. The Edit Recurring Fee Item window opens.
    Edit Recurring Fee Item window with the Automatic Payments section
  3. Under Automatic Payments, choose:
    • All membership Items: every item on the membership, including voluntary items, is charged; or
    • Only required membership items: voluntary items are left off.
  4. Choose the Payment Profile.
  5. Click Done.

To see how and when assigned profiles are charged, see When stored payment profiles are charged.

Delete a stored payment profile

  1. On the contact’s Billing Setup tab, scroll to Stored Payment Profiles.
  2. Click the profile name. The Edit Payment Profile window opens.
  3. Click Delete.

Any Autopay that uses the profile stops. To remove every stored profile on a payment gateway at once, see Remove All Saved Payment Profiles in Bulk.

Common pitfalls

  • Autopay stopped after a membership change: any change to the membership disconnects Autopay. Reassign the profile afterwards.
  • Voluntary items charged by mistake: choose Only required membership items.
  • Can’t add a bank account: staff can’t; the member enters it in the Info Hub.
  • No Add (+) button: your gateway isn’t GrowthZone Pay or NAR Ecommerce.

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