Changing Billing Profiles

Version 1.1 by Isaac Mejia on 2025/12/15 16:28
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Changing Billing Profiles

Information

KB: MSI Knowledgebase • Category: Payment Management • Source: https://membersolutions-9221154.hs-sites.com/kb/changing-billing-profiles-2-1533935798

  Changing Billing Profiles (2)

     Created by
     Amith on Feb 18, 2021

Most billing profile changes can be made in myVolo and will carry over to APS automatically. Follow these steps to do so.

Go to the Buyers profile.

Click on the Account tab.

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Click on the Contracts tab.

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From the Actions drop down, click Edit/View Auto-renewals.

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Note which billing profile is currently being used.

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Click Back

Click on the Admin Tab.

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Click on the profile that you are looking to replace.

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Enter the new details.

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Click Save and Exit

Note: you cannot replace an EFT with a CC and vice versa. If you need to do so, you will need to add the new profile in APS as you would normally, then add a new profile in myVolo by clicking Add new Card or add new ACH/ EFT from the admin tab.

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