This guide will explain how recurring Membership payments are charged, how to view the saved card assigned to a client's Membership, and how to switch it to a different card on file.
In this Article
How Recurring Membership Billing Works
By default, recurring membership fees are charged to the Default card in a client's Wallet.
Once a card is assigned to the Membership, it stays in place until someone in your business changes it, even if the client's Default card changes.
Changing the Card Used for Billing
Go to Manager > Memberships > Client Memberships, then search for and select a client's membership to open it.
Use the Payment Card dropdown menu to select the preferred card for billing, then click Save changes.
You can also quickly access and update a client's membership in a client's profile under the Memberships section.
Only cards already saved in the client's Wallet appear in the dropdown. If the card you need is not listed, save it to the client's Wallet first, then return to the Membership to assign it. Click here for more information on securely storing client card details.
Once updated, the new card is charged from the next billing date onwards. Payments already taken are not affected, and the client's Default card is unchanged for other purchases.
If you have any recurring fees that need to be charged since the card was updated, this can be done on the Billing Due screen. Click here for more information.
When You Might Need to Change the Card
The most common reason is an expired or replaced card. If a Membership moves into Billing Failed and the assigned card is out of date, save the client's new card to their Wallet, assign it to the Membership, then retry the payment.
You may also need to change the card when a client asks you to move their recurring payment to a different card, for example from a personal card to a business one.