Managing Member Credit Cards

Link: https://support.brilliantdirectories.com/support/solutions/articles/12000011521

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


  1. How to check if a member currently has a credit card on file.
  2. How to add a credit card for a member.
  3. How to update the credit card on file for a member.
  4. How to delete a credit card on file for a member.


To do any of the above actions, please follow these steps:
  1. Click on My Members >> Search Members

  2. Search for the member and click on Actions >> Payment History:



  3. 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


  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.
    If the complete credit card information is entered with no errors, a success message like this will show up:



  4. 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


  1. 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.


  2. 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:



  3. 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:



  4. 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

  1. Click on the "Clear" button:



  2. Confirm if want to remove the credit card on file by clicking on the "Yes, clear credit card" button:




  3. Once successfully deleted, a success message will appear, click on the "Close Window" button:




IMPORTANT TIP - Enabling the Use AVS Billing Address Fields Advanced Setting


By default, when trying to update an existing credit card for a member, the available fields would be limited to the Card Owner Name and Card Number:




When the Use AVS Billing Address Fields advanced setting is enabled:




There will be additional location fields added to the same form:




This would also apply if the member is updating their credit card via their member dashboard as well:




Please keep in mind that When the "Use AVS Billing Address Fields" advanced setting is turned on, the billing address fields on the checkout pages will become mandatory.