Wiki source code of Multiple Billing Profiles
Version 1.1 by Isaac Mejia on 2025/12/15 16:29
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| 1 | {{include reference="KBArticleHeader.WebHome"/}} | ||
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| 3 | = Multiple Billing Profiles = | ||
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| 5 | {{info}}KB: MSI Knowledgebase • Category: Payment Management • Source: [[https://membersolutions-9221154.hs-sites.com/kb/multiple-billing-profiles_1484292277>>https://membersolutions-9221154.hs-sites.com/kb/multiple-billing-profiles_1484292277]]{{/info}} | ||
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| 7 | * [[Members>>Members_1616674875.html]] | ||
| 8 | |||
| 9 | Multiple Billing Profiles | ||
| 10 | |||
| 11 | Created by | ||
| 12 | Amith, last modified by | ||
| 13 | Alicia Gontarek on Mar 18, 2021 | ||
| 14 | |||
| 15 | Volo now offers you the ability to manage multiple billing profiles from just one account! | ||
| 16 | |||
| 17 | Click on the **Members **tab and find the client you'd like | ||
| 18 | |||
| 19 | * Click **Admin** | ||
| 20 | |||
| 21 | * Select **Add New **to add either a new **Credit Card **or **EFT/ACH.** | ||
| 22 | |||
| 23 | image:kb-1484292277-1487536366-1.png | ||
| 24 | |||
| 25 | * Fill in the applicable information and select **Save and Exit** | ||
| 26 | |||
| 27 | Now you will be able to have multiple billing profiles per member and each different contract or package that is scheduled to renew can be specifically tied to a certain billing profile. | ||
| 28 | |||
| 29 | An example where this would be useful is if a company wants to pay for a members gym membership but they need to pay for all their personal training sessions, gym membership goes on the company card and the PT sessions can go to the personal! | ||
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| 31 | {{include reference="KBSupportCTA.WebHome"/}} |