Wiki source code of Changing Billing Profiles
Last modified by Isaac Mejia on 2025/12/15 16:28
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1.1 | 1 | {{include reference="KBArticleHeader.WebHome"/}} |
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| 3 | = Changing Billing Profiles = | ||
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| 5 | {{info}}KB: MSI Knowledgebase • Category: Payment Management • Source: [[https://membersolutions-9221154.hs-sites.com/kb/changing-billing-profiles-2-1533935798>>https://membersolutions-9221154.hs-sites.com/kb/changing-billing-profiles-2-1533935798]]{{/info}} | ||
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| 7 | * [[Member Solutions Product Support>>index.html]] | ||
| 8 | |||
| 9 | * [[Table of Contents>>Table-of-Contents_1534033990.html]] | ||
| 10 | |||
| 11 | Changing Billing Profiles (2) | ||
| 12 | |||
| 13 | Created by | ||
| 14 | Amith on Feb 18, 2021 | ||
| 15 | |||
| 16 | Most billing profile changes can be made in myVolo and will carry over to APS automatically. Follow these steps to do so. | ||
| 17 | |||
| 18 | Go to the Buyers profile. | ||
| 19 | |||
| 20 | Click on the Account tab. | ||
| 21 | |||
| 22 | “Insert Picture Here” | ||
| 23 | |||
| 24 | Click on the Contracts tab. | ||
| 25 | |||
| 26 | “Insert Picture Here” | ||
| 27 | |||
| 28 | From the Actions drop down, click Edit/View Auto-renewals. | ||
| 29 | |||
| 30 | “Insert Picture Here” | ||
| 31 | |||
| 32 | Note which billing profile is currently being used. | ||
| 33 | |||
| 34 | “Insert Picture Here” | ||
| 35 | |||
| 36 | Click Back | ||
| 37 | |||
| 38 | Click on the Admin Tab. | ||
| 39 | |||
| 40 | “insert picture here” | ||
| 41 | |||
| 42 | Click on the profile that you are looking to replace. | ||
| 43 | |||
| 44 | “insert picture here” | ||
| 45 | |||
| 46 | Enter the new details. | ||
| 47 | |||
| 48 | “insert picture here” | ||
| 49 | |||
| 50 | Click Save and Exit | ||
| 51 | |||
| 52 | **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. | ||
| 53 | |||
| 54 | “insert picture here” | ||
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| 56 | {{include reference="KBSupportCTA.WebHome"/}} | ||
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