This article covers how to do the following from the Admin area of the 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, please follow these steps:
- Click on My Members >> Search Members
- Search for the member and click on Actions >> Payment History:
Click on the "CC Info" button:
How to check if a member currently has a credit card on file
If the member have a credit card on file, a snippet of his credit card information will show up here:
How to add a credit card for a member
- Click on the "Add Credit Card" button:
Enter the credit card information of the member:
Click on the "Save credit card & continue" button.
If the complete credit card information is entered with no errors, a success message like this will show up:
Click on the "Close Window" button.
The member's credit card information on file will display here:
How to update the credit card on file for a member
- To update the credit card on file for a member, click on the "Update" button:
NOTE: This button will only appear if the member already has a credit card on file. - At the top of the modal will appear the current credit card on file.
There, will also show the fields to enter the new updated information:
- Click on the "Save credit card & continue" button.
If complete credit card information is entered with no errors, a success message like this will show up:
- Click on the "Close Window" button. The updated credit card information will be reflected on the following page:
How to delete a credit card on file for a member
- Click on the "Clear" button:
- Confirm if want to remove the credit card on file by clicking on the "Yes, clear credit card" button:
- Once successfully deleted, a success message will appear, click on the "Close Window" button:
