The Goal: Remove a member's Autopay payment profile from the back office and optionally cancel any scheduled payments already created.
Before You Begin:
- A member can also remove Autopay themselves via the Info Hub. This article covers the back-office process for staff.
- If an invoice has already been generated with a scheduled payment attached (e.g., an upcoming billing invoice showing the card charge date), you may also need to cancel that scheduled payment separately.
Remove Autopay
- Go to the Billing Setup tab of the contact's membership. Scroll down to Membership Scheduled Billing and click into the membership with the payment profile.
- Choose Disable. This will remove the payment profile.
- Click Done.
Cancel a Scheduled Payment (if needed)
If the payment profile is attached to an open invoice (e.g., an upcoming billing invoice was generated and shows a scheduled card charge on a specific date), you may also need to cancel the scheduled payment if the member requests it.
- Go to the contact's Billing tab and click the ellipsis icon on the scheduled payment.
- Click Edit Scheduled Payment.
- Clear the scheduled payment.
- Click Done.
Common Pitfalls
- Invoice already generated: Disabling Autopay on the scheduled billing does not cancel payment on invoices already created with a scheduled charge. Always check for and cancel open scheduled payments if the member requests no further charges.
- Member self-service: Members can remove Autopay themselves in the Info Hub. Direct members there for self-service to reduce staff workload.