Members : Add a Card or ACH to a Member Account

Article Contents This article outlines the process for adding a new card or ACH account to a member's profile.

Once a card or ACH account is on file for a customer, they become eligible for automated charges, which are scheduled according to your billing cycle. Additionally, you can manually charge the stored card if the customer has an outstanding order in the register or tee sheet.

Step-by-Step:

Step 1: Navigate to the "Customers" tab on the top navigation bar. From there, select the "Members" tab on the left-hand side menu.

Step 2: Locate the member to whom you wish to add a new payment method. Click the Action button and then "View/Edit", located in the far-right action column next to their name.

Step 3: After the member's profile opens, select the "Payment" tab. Here, you can either "Add New Card" or "Add ACH Account."

A) Click on the "Add New Card" option, which will reveal a set of required fields for securely storing the credit card information:

- Name on the Card
- Card Number
- CVV Code
- Card Expiration Date
- Billing Address
- ZIP Code

2. After filling in the details, click "Add Card."

You may also set a default auto-billing amount, otherwise, the account's balance will be paid in full each billing cycle. To set this, add the amount in the "Choose default monthly amount" box.

3. Click the "Save" button to complete the process.

Option B) Add ACH Account

Click on the "Add ACH Account" option, which will open a list of required fields for securely storing the bank account information:

- Business Account (Yes or No)
- Account Type (Checking or Savings)
- Bank Account Number
- Routing Number
- Street Address
- City
- State
- ZIP Code

2. After filling in the details, click "Add Account."

You may also set a default auto-billing amount, otherwise, the account's balance will be paid in full each billing cycle.

3. Click the "Save" button to complete the process.

Note: Once a card or ACH account is added, the customer is automatically included in scheduled charges according to your billing cycle. Additionally, you can manually charge the stored card or account when the customer has an outstanding order.