M7. Change of Billing Method or Draft Date | Scribe

    M7. Change of Billing Method or Draft Date

    • Shelby McKie |
    • 21 steps |
    • 2 minutes

    Change Billing Method (Financial>Dues)

    1
    Search and click on the Member wishing to update their billing method.
    2
    On the Membership Information page, click the "Financial" dropdown and then > select "Dues."
    3
    From the Membership Dues Setup page, you can either add a new EFT/Credit Card.
    4
    Or click on the dropdown to change the billing method to one that is already stored. This will automatically make the new Credit Card/EFT information the primary billing method for the Membership only.
    5
    Here, you can also change the monthly Draft Day if needed.
    6
    Once the billing method is update, use the breadcrumb trail to return back to the "Membership Information" page.
    7
    Here you can see that the Membership will now be billed to the new Bank Account.

    Change Billing Method (Financial>Billing Method)

    8
    On the Membership Information page, click the "Financial" dropdown and then > select "Billing Methods."
    9
    From the Billing Methods page, use the dropdown next to "Add Credit Card" to add a new Credit Card/EFT.
    10
    Enter all of the information for the new billing method and click the "Add Billing Method" button.
    11
    Under Default Payment Method, click the "Edit" button.
    12
    Here, you can use the dropdown to change to the new billing method, as well as the monthly billing date if necessary. When finished, click on the "Save" button.
    13
    Now that this new billing method is saved to the member's account, they can use either account to make purchases in the future or for current programming. Use the breadcrumb trail to return back to the "Membership Information" page.
    14
    Here you can see that the Membership will now be billed to the new Bank Account monthly.

    Delete a Stored Billing Method

    15
    From the "Membership Information" page, click on the "Financial" dropdown and select "Billing Methods."
    16
    On the Billing Methods page, select the trash can icon next to the billing method you would like to delete. Note: You cannot delete a stored Credit Card or EFT that is tied to the monthly membership draft or another scheduled payment. Please see the steps above to add a second billing method before removing an old one.
    17
    Use the breadcrumb trail to return back to the "Membership Information" page.