The Goal: Update the payment profile assigned to a specific advance invoice when a member wishes to use a different card before the scheduled charge date.
Before You Begin:
- This applies only when Invoice Before Autopayment is enabled and advance invoices have been generated.
- IMPORTANT: This changes the profile for this invoice only. To update future recurring billing, see Change a Recurring Schedule Stored Payment Profile.
Step-by-Step Instructions
- For the desired contact, click the Billing tab on their contact record.
- Store a new payment profile, as described in Store Credit Cards.
- Click the Ellipses button for the desired invoice.
- Click Edit Scheduled Payment.
- Choose the desired payment profile from the Scheduled Payment Profile list.
- Click Done.
Common Pitfalls
- Thinking this changes all future billing: This edit affects only the selected advance invoice. To update the profile for all future recurring charges, the member or staff must also update the recurring billing schedule separately.