The Goal: Update the stored payment profile assigned to a member's recurring billing schedule in the back office.
Before You Begin:
- Members may also perform this update themselves via the Info Hub.
- Have the new payment profile details ready. See Store Credit Cards for instructions on adding a new profile.
Step-by-Step Instructions
- For the desired member, click the Billing tab on their contact record.
- In the Stored Payment Profiles section, add the new profile. See Store Credit Cards for instructions.
- In the Membership Scheduled Billing section, click the hyperlink to update the scheduled billing.
- In the Invoice Setting section, choose the newly stored payment profile from the Payment Profile list.
- Click Done.
Common Pitfalls
- Updating only the advance invoice: This process updates the profile for future recurring billing. If the member also has an advance invoice that needs a profile change, see Edit Scheduled Payment on Advance Invoice.