If your have credit card processing setup you will be able to keep member credit cards on file and charge invoices to them. This is managed from the Billing > Member Billing Info page.
- To add or change a
credit card on file find the member and click the
button - Set Keep Credit Card on File to "On File" (setting it to "Not On File" will delete stored credit card information on save)
- Enter their credit card information and billing address. Some Merchant Accounts may have strict requirements where the billing address and/or zip must match the cardholder information for a successful charge. These can typically be adjusted by finding the "Address Verification Service" options in your Merchant Account dashboard
- Members can login to update/remove their stored billing information
- Once a credit card
is on file you can use the checkboxes on the Invoices page and then click the
button to charge an invoice to the card on file.
- The system will attempt charge an invoice automatically at the daily processing time on the invoice Due Date under the following circumstances:
- The member has a credit card on file
- The invoice Method is set to "Card"