Updating/Deleting Billing Profiles

Billing profiles/payment methods can be deleted in the Admin tab of the member’s Profile. Note: Only billing profiles not linked to any active or inactive contract can be deleted. If you add a profile and need to change how that contract is linked, be sure to go to Account>Contract and click View/Edit Auto Renew in the Select Action drop down. Once you change the linked profile, the old profile can be deleted.

• Go to the Members tab and select the member.

• Click on their Admin tab.

• Click option to Delete the billing profile that you need to remove.

Open

Edit/Updating Credit Cards or ACH for Contracts:

Editing current profile - If you need to change a profile, you can also overwrite the existing profile by click on the credit card number, and editing it. Then click Save. That will update the profile and the contract. If you use Member Solutions for billing, that will update the account in Member Solutions as well.

Adding a new profile - If you click Add new Card or Add new ACH, you can add a new profile. That will add a payment method available for this member, but will not link it to the contract. To link it to their current contract, go to Account>Contract and click View/Edit Auto Renew in the Select Action drop down. Choose the new card from the Choose Billing Profile drop-down and click Save. That will update the profile and the contract. If you use Member Solutions for billing, that will update the account in Member Solutions as well.