How can my member change their payment source?

Managers can now add credit cards for members! Navigate to Manage Members > Member List > click on the member > Click the Billing tab > Add Credit Card. When the manager adds a credit card for the member, it automatically is assigned to the membership (step 2). For security reasons, managers cannot add bank accounts for members.

Members can change their payment source by navigating to the avatar drop-down menu on the right side of the page > Payment Sources > Add Bank Account or Add Credit Card. 

They will then need to choose their preferred payment source for their membership by navigating to the avatar drop-down menu > Memberships > Select the gray pencil in the Payment Method column > Select their preferred payment source.

Note: The payment source for their membership will not change until the second step is completed.

AB 7/29/20