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The Payment Option in Grey is the Payment Option attached to the members account for dues payments. If you need to update this Payment Option please got to to their Member MaintenanceProfile and update option there.

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Payment Info: All information in this section is required. Below is a description of all field fields that will need to be adjusted.

    Status: If the Payment Option is Active to be selected for Payment or Inactive and unable to be selected for payment. Select the drop down to adjust.

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Now that all info is updated in the proper fields in the Payment Info section we need to go to the Billing Info Section.

The Billing Info section should have the members Name and Billing Address already in these fields. If any of this information is incorrect or not attached to the members Payment Info please update accordingly.

If you are comfortable with all information in the Payment and Billing Info sections please select Update on  in the bottom right hand corner.

 

Add/Edit Payment Option Screen (EFT)

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Bank Name: Name of the Bank the members Bank Account is attached to.

Routing Number: 9 digit number attached to the Savings or Checking account

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If you are comfortable with all information in the Payment and Billing Info sections please select Update on  in the bottom right hand corner.

After Selecting Update

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Once the new Payment Option has been Updated, it will appear in the under the Payment Option section. It is now available to be applied to a members Activity Package.

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