The Goal: Remove an automatically applied stored payment profile (credit card or bank account) from a contact's recurring membership fees so that future charges are no longer processed automatically.
Before You Begin:
- Navigate to the contact record for the member whose automatic payment you wish to disable.
- Confirm that the contact currently has a payment profile applied to their recurring fees before proceeding.
Step-by-Step Instructions
- Select the contact's Billing Setup tab.
- In the Membership Scheduled Billing section, click the hyperlink for the desired recurring fee item.
- In the Automatic Payments section, select the Disabled radio button.
- Click Done.
Common Pitfalls
- Forgetting to click Done: Changes are not saved until you click Done. If you close the dialog without clicking Done, the autopay will remain active.
- Multiple fee items: If the contact has multiple recurring fee items, each must be disabled individually. Repeat these steps for each item where you wish to unapply the payment profile.