How to change or remove a payment method from a customer's recurring membership

If you need to change the payment method on one of your customer's memberships or completely remove it so that they can provide new payment details themselves, these are the steps you will need to follow:

  1. Head to the customer's profile, click on the "Memberships" tab.

  2. On the membership list, click on the one you need to make changes to.

  3. Next to "Payment Method:", click on the payment method's name in blue.

  4. Then select either "Change Payment Method" or "Remove Payment Method".

If changing the payment method, you'll need to choose a new one and click "Purchase".

If removing the payment method, a pop-up will let you know that an email will be sent to the customer asking them to provide new payment details for the membership.


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