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Adding or Updating a Member's Payment Information

Version 1.1 by Isaac Mejia on 2025/12/15 17:05
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Adding or Updating a Member's Payment Information

Information

KB: MSI Knowledgebase • Category: Payment Management • Source: https://membersolutions-9221154.hs-sites.com/kb/adding-or-updating-a-members-payment-information

Members can be set up to have payment methods on file to use to pay for their contracts, or any purchases they might want to make through the Member Manager platform. This guide aims to help you set up those payment methods, or update them if they already had one on file.

  • First we'll use the Members tab to find  the member who's payment method you want to edit
  • Once you find the member you can click on the Admin tab at the top of the screen
  • Now you can select to Add new for either payment type Credit Card for ACH

For Credit Card you will need the following

Credit Card Number

  • Expiry Date
  • CVV
  • Name on Card
  • Address
  • For ACH you will need the following

Routing Number

  • Account Number
  • Account Type
  • Bank Name
  • Name on account
  • Address
  • Once you've added the necessary information to the payment method of choice you can click Save and Exit. Once the page loads you should see the payment method was saved to the member's profile.
  • If you ever need to edit the payment method for a member you can go the Admin page and click on the saved Credit Card Number or Bank Account Number which will allow you edit that particular saved payment method. Note: You can not delete a saved payment method that has been used to purchase a contract

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