Charge dues to a card automatically

Choose a member's saved card so each period's dues are charged by themselves — no bill, no chasing.

Who does this: Office staff5 steps

Before you start

The member has a saved card on their profile ("Saved payment methods" → "+ Add card").

1
Open Membership
Programs → "Membership". Find the member in the list.
Click "change" on the member.
2
Open the member
Click "change" at the end of their row.
3
Pick the card
In the dropdown choose "Charge Visa •••• 4242" (their card). "Send a bill (don't charge)" turns it off.
Choose the card to charge.
4
Save
Click "Save". The "Pays by" column now shows "Card Visa 4242" instead of "Bill".
5
What happens on the dues date
The dues commitment is made and the card is charged right away. A receipt goes out by your usual settings.
"Pays by" shows the card once it's set.

If the card is declined you get an alert ("Dues card declined for …") and the dues stay open to collect.
Switch back to billing any time: choose "Send a bill (don't charge)" and Save.

"No saved card — add one to charge dues automatically."

Click "add one" to save a card on their profile, then come back.

A dues charge was declined.

Open the alert, ask the member for a new card, save it, and pick it here. Then charge the open dues commitment from its page.

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