The Goal: Assign a stored credit card or bank account payment profile to a member's recurring fees so that charges are processed automatically.
Before You Begin:
- The contact must have a stored payment profile already saved. See Store Credit Cards in the Back Office if a profile has not yet been added.
- Navigate to the contact record for the member whose recurring fees you wish to update.
Step-by-Step Instructions
- On the contact's Billing Setup tab, scroll to the Membership Scheduled Billing section.
- Click the hyperlink for the scheduled billing item to which you wish to add a stored profile. The Edit Recurring Fee Item dialog box will be displayed.
- In the Automatic Payments section, choose from the following options:
- All membership Items: All items associated to the membership (including any voluntary items) will be charged to the profile.
- Only required membership items: Choose this option if you wish to exclude voluntary items.
- Select the desired Payment Profile from the drop-down list.
- Click Done.
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.
- Voluntary items charged unintentionally: If the member does not want voluntary items charged automatically, select "Only required membership items" rather than "All membership Items."