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Change or remove Autopay for a member

Updated
The Goal: In the back office, switch a member’s Autopay to a different stored card or bank account, or turn Autopay off so their recurring fees are no longer charged automatically.
Before You Begin:

Switch Autopay to a different card or account

  1. If the new card isn’t stored yet, add it first. See Store and assign a payment profile.
  2. On the contact’s Billing Setup tab, in Membership Scheduled Billing, click the link for the membership.
  3. In the Invoice Setting section, choose the new profile from the Payment Profile list.
  4. Click Done.

NOTE: This changes future recurring billing. If an advance invoice has already been created with a scheduled payment, change that payment too; see Edit Scheduled Payment on Advance Invoice.

Turn off Autopay

  1. On the contact’s Billing Setup tab, scroll to Membership Scheduled Billing and click the link for the membership or recurring fee item.
    Contact record, Billing Setup tab, with the Membership Scheduled Billing section and the membership link boxed
  2. In Automatic Payments, select Disabled.
    Edit Membership Billing screen, Automatic Payments section, with the Disabled radio button boxed
  3. Click Done. Nothing is saved until you do.
  4. If the contact has more than one recurring fee item on Autopay, repeat for each one.

Cancel a payment already scheduled on an invoice

Turning off Autopay doesn’t stop a charge that’s already scheduled on an invoice (for example, an upcoming billing invoice showing a card charge date). If the member doesn’t want that charge either:

  1. On the contact’s Billing tab, click the ellipsis on the scheduled payment.
  2. Click Edit Scheduled Payment.
  3. Clear the scheduled payment.
  4. Click Done.
Common Pitfalls
  • Member still charged after Autopay was turned off: a payment was already scheduled on an invoice. Cancel it as shown above.
  • Changes didn’t stick: the window was closed without clicking Done.
  • Still charged for another fee: each recurring fee item has its own Autopay setting.
  • Expecting the card to be gone: disabling only unassigns it. Remove the saved profile separately if needed.

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