The Goal: Unassign a stored payment profile from a contact’s membership dues so those dues are no longer charged automatically.
Before You Begin:
- Use this process when a contact no longer wishes to have membership dues automatically charged to a stored payment profile.
- The stored payment profile is unassigned from the contact’s Billing Setup tab, so you will need access to that contact’s record.
Step-by-Step Instructions
- In the contact record, click the Billing Setup tab.
- Scroll to the Membership Scheduled Billing section and click the link for the desired membership.
- On the Edit Membership Billing screen, scroll to the Automatic Payments section and click the Disabled radio button.
- Click Done.
- The stored payment profile has now been unassigned from the membership dues, so dues are not automatically charged.
Common Pitfalls
- Assuming the card has been deleted: The payment profile is still tied to the contact — it is only unassigned from the membership dues. If the contact wants the card removed entirely, that is a separate action on their record.
- Stopping at the Billing Setup tab: Setting Automatic Payments to Disabled only takes effect once you click Done on the Edit Membership Billing screen.