If you have a Stripe, WayForPay, Fondy, or Tap payment gateway connected, customers can have their payment methods saved for quick and automatic payments.
Add a payment method
The user's payment method is automatically saved once they make at least one payment using it. Payment methods can also be added manually.
As a customer
Go to Locations > Membership > Billing.
Individual members go to the "Personal" section on Membership.
Company managers go to the section with their company name.
Under the "Payment methods" section, press
Addand input their details.
As an administrator
Go to Customers > open a customer profile > Billing page.
In the "Payment methods" section, click
Add.
Add a payment method >
Save.
Administrators can use customers' saved payment methods for:
Making a booking on behalf of a customer
Set a default payment method
The default payment method is used for automatic invoice charges by subscription. The user's payment method is automatically saved as the default one once they pay at least one invoice using it. It can also be set manually.
As a customer
Go to Locations > Membership > Billing.
Click
(...)next to the preliminary added payment method.Press
Set as default.
As an administrator
Go to Customers > open a customer profile > Billing page.
Click
(...)next to the preliminary added payment method.Press
Set as default.
Change a default payment method
Users can change the default payment method if needed.
As a customer
Members and company managers go to Locations > Membership > Billing.
Under the "Payment methods" section, press
Add> input the details.Once saved, click
(...)next to the new payment method > hitSet as default.Delete the previous one, if needed.
As an administrator
Go to Customers > open a customer profile > Billing page.
Click
(...)next to the preliminary added payment method.Press
Set as default.
Delete a payment method
As a customer
Members and company managers go to Locations > Membership > Billing.
Tap
(...)next to the payment method >Delete.
If the payment method being deleted is set as default and linked to an active subscription, a new payment method must be added and set as default first. Once a new default payment method is established, the previous one can be deleted.
As an administrator
Go to Customers > open a customer profile > Billing page.
Click
(...)next to the payment method >Delete.
