ADD New Payment Method
From the Unit Profile, select the Methods tab.
Select the + Add New Method button.
Payment Method: Select the desired payment method from the provided dropdown menu.
Payment Information: Enter the necessary details for the selected payment method, including card number, expiration date, CVV code, or bank account and routing information.
Apply to Auto Draft: Select the appropriate options to apply the new payment method to the existing membership and/or or scheduled program drafts.
Save.
REMOVE Payment Method
NOTE: A payment method can only be removed if it’s not linked to a membership or program drafts.
From the Unit Profile, select the Methods tab.
Select the payment method to remove.
If it is not set as a default payment method for membership or scheduled programs, select the Remove this Method button.
If it's set as the default for membership, first select the Remove from Membership Schedule button.
Next, select Remove this Method to remove the selected payment method so that it can no longer be used.
If it linked to scheduled payments for program dues........
Selecting a payment method as Default only moves it to the top of the list. In order to make a payment method the one used for the membership auto draft, you need to click on the payment method to see the details and click on the button Use for membership schedule.
