Payment methods are managed from the Methods tab on the unit profile. You can add a new payment method, assign a method to scheduled drafts, or remove a method that is no longer needed.
Add a Payment Method
From the Unit Profile, select the Methods tab.
Select + Add New Method.
In Payment Method, select the type of payment method you want to add.
Enter the required payment information. Depending on the method selected, this may include:
Card number
Expiration date
Security code (CVV)
Bank account number
Routing number
Under Apply to Auto Draft, choose whether to use the new payment method for:
The membership payment schedule
Scheduled program payments
Select Save.
āļøImportant: Marking a payment method as the default only moves it to the top of the payment-method list. It does not assign the method to the membership payment schedule.
Change the Payment Method Used for Membership Drafts
From the Unit Profile, select the Methods tab.
Select the payment method you want to use.
Select Use for Membership Schedule.
Future membership drafts will use the selected payment method.
Remove a Payment Method
A payment method cannot be removed while it is assigned to a membership payment schedule or scheduled program payments. Remove it from all associated schedules before deleting it.
From the Unit Profile, select the Methods tab.
Select the payment method you want to remove.
Review the methodās details to determine whether it is assigned to any scheduled payments.
If the method is assigned to the membership payment schedule, select Remove from Membership Schedule.
If the method is assigned to scheduled program payments, remove or replace it on each applicable program payment schedule.
After the method is no longer assigned to any scheduled payments, select Remove This Method.
The payment method will be removed from the unit profile and will no longer be available for future transactions.
