The Goal: Store a member’s credit card on their contact record, then assign it to their recurring fees so dues are charged automatically (Autopay).
Before You Begin:
- Your payment gateway must be GrowthZone Pay or NAR Ecommerce.
- Cards are stored at the processor, not on GrowthZone servers.
- Bank accounts (ACH): with GrowthZone Pay these can be stored too, but the member must enter them in the Info Hub. Staff can’t enter bank details in the back office.
- For the full Autopay picture, see Autopay overview.
Store a credit card
- Open the member’s contact record. On the Billing Setup tab, scroll to Stored Payment Profiles.
- Click the add icon. The Add Payment Profile window opens.
- Choose the Payment Profile Type and Payment Gateway.
- Enter the Card Information. Required fields depend on your processor.
- Click Done.
Assign the profile to recurring fees
A stored profile isn’t charged until it’s assigned.
- On the contact’s Billing Setup tab, scroll to Membership Scheduled Billing.
- Click the hyperlink for the scheduled billing item. The Edit Recurring Fee Item window opens.
- 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.
- Choose the Payment Profile.
- Click Done.
To see how and when assigned profiles are charged, see When stored payment profiles are charged.
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 icon: your gateway isn’t GrowthZone Pay or NAR Ecommerce.