Set preferred payment methods for membership billingLast updated on 03/22/2022
You can set a preferred payment method for processing a customer’s membership billing based on their stored payment methods. This payment type can be different from the primary payment method your customer uses to pay for jobs.
Things to know
If a customer membership has a preferred payment method selected, only that method is used to process billing, even if the customer has additional stored payment methods.
If a customer has multiple payment methods on file and no preferred payment method selected for membership billing, the customer’s primary payment method is used to process membership billing. If the primary method is unsuccessful, an attempt is made with each stored method until a transaction succeeds.
Enable Membership Renewal Protection to prevent billing errors when processing membership billing. Each month, expired and outdated customer credit cards are automatically updated, minimizing the number of failed payments.
Set a preferred payment method on a customer membership
Search for and open the customer record whose membership’s payment method you want to set. In the Membership section, click the membership you want to update.
The membership record opens.
Click Edit
on the right of the screen.
The Edit Membership screen opens. Note: If a preferred payment is not selected, the customer’s primary payment method is used.
Click the Preferred payment method dropdown and select the payment method.
When you're done, click Save. The updated payment method appears on the membership record.
on the right of the screen.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.