This article covers how to do the following from the Admin area of your site:

  • How to check if a member currently has a credit card on file
  • How to add a credit card for a member
  • How to update the credit card on file for a member
  • How to delete a credit card on file for a member

To do any of the above actions, the first step is to navigate to the Payments History for the member.  To do this, follow these steps:
  1. Click on Members >> Search Members in the Admin area of your site
  2. Search for the member
  3. Click on "Payment History" in the Actions menu for the member:



  4. Click on the "CC Info" button:



How to check if a member currently has a credit card on file


If a member does not have a credit card on file, you will only see an "Add Credit Card" button here:



If the member does already have a credit card on file, you will see a snippet of their credit card information here:




How to add a credit card for a member


  1. Click on the "Add Credit Card" button:





  2. Enter the credit card information of the member:



  3. Click on the "Save credit card & continue" button.

  4. If the credit card number or CVC code is incomplete, or the Expiration Date has already passed, you will receive an error message:



    If complete credit card information is entered with no errors, you will see a success message like this:




  5. Click on the "Close Window" button.  You will now see the member's credit card information on file:




How to update the credit card on file for a member


  1. To update the credit card on file for a member, click on the "Update" button:



    This button will only appear if the member already has a credit card on file.


  2. In the modal that appears, you will see the current credit card on file, and fields to enter updated information.  Enter the new credit card information into the fields:




  3. Click on the "Save credit card & continue" button.  If complete credit card information is entered with no errors, you will see a success message like this:



  4. Click on the "Close Window" button.  You will see the updated credit card information reflected on the following page:



How to delete a credit card on file for a member

  1. Click on the "Clear" button:



  2. Confirm you would like to remove the credit card on file by clicking on the "Yes, clear credit card" button:




  3. Once successfully deleted, you will see a success message.  Click on the "Close Window" button: