The Goal: Store a member’s credit card or bank account in the Info Hub so it is available for paying bills, registering for events, purchasing from the store, and setting up automated payments.
Before You Begin:
- GrowthZone Pay must be implemented for your organization. With GrowthZone Pay, your members may easily store their credit cards and/or bank account information via the Info Hub.
- Allow Stored Payment Profiles must be enabled — the option to store credit cards is only displayed when it is on. See Setup GrowthZone Pay for further details.
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Did you know? Credit cards are stored at the Processor (Stripe) and are NOT stored on GrowthZone servers.
Step-by-Step Instructions
- Click My Billing Info in the left Navigation Panel of the Info Hub.
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Click the Autopay & Billing tab.
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Click the
icon in the Payment Profiles section.
- Associate With: This setting allows you to define whether the profile is associated to the user or the organization. By default the name of the user logged into the Info Hub will be displayed. NOTE: If you associate a credit card to the organization, ALL RELATED CONTACTS will have access to that card to make payments.
- Payment Profile Type: Select Credit Card.
- Enter all required credit card and address information.
- Click Done.
The credit card is now available to the user/organization for payment of bills through the Info Hub, when registering for events, purchasing from the store, etc. Additionally, the credit card is available in the back-office for payment of bills and setting up automated payments.
Common Pitfalls
- Stored payment option not appearing: If members don’t see the option to store a card, Allow Stored Payment Profiles is not enabled. Turn it on first — see Setup GrowthZone Pay.
- Unintended shared access: Associating a card with the organization (rather than the individual user) gives ALL RELATED CONTACTS access to that card for payments. Choose Associate With carefully.