The Goal: Assign a stored credit card or bank account to a NAR e-commerce member's recurring fees so the card is charged automatically when upcoming billing invoices are generated.
Before You Begin:
- You or your member must have already stored a credit card or bank account (payment profile) on the member's record.
- Confirm the member has recurring fees set up that you want the stored card to cover.
Step-by-Step Instructions
- Confirm the member (or the member themselves) has stored a credit card or bank account on their record.
- Assign the stored card to the member's recurring fees. For the full procedure, see Apply stored Credit Cards/Bank Accounts to recurring fees.
- When you generate your invoices for upcoming billing, the member's card will be automatically charged. For details on this step, see Manage Invoices for Upcoming Billing.
Common Pitfalls
- No payment profile stored: The card can only be assigned to recurring fees after a credit card or bank account has been stored on the member's record. If no payment profile exists, store one first, then assign it.