F122: Adding/Changing a Payment Method

April Fisk -

Covers how to add or change a payment method on a member's record.

You will start by going to the member's record:

You will then select the "Billing' tab, which is the fourth tab across the top of the member record:

This brings you to the billing page.  You will then select the "Payment Methods' tab which is the sixth tab in the middle of the page:

Your next step is to select the "Add Payment Method' button:

Now select the payment method, either bank or credit card:

Once selected, it will then give the fields that need to be populated to update the payment record:

Once you save the new payment method information you will see it populated when selecting the "Payment Methods' tab:

 

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