Daxko: How to Change a Member's Billing Method

There are several ways to update a member's billing method:

Edit a Billing Method from the Dues Section

1. On the Membership Information page, click the "Financial" dropdown and then > select "Dues."
2. From the Membership Dues Setup page, you can either add a new EFT/Credit Card.
3. Or click on the dropdown to change the billing method to one that is already stored. This will automatically make the new Credit Card/EFT information the primary billing method for the Membership only.
4. Once the billing method is updated, use the breadcrumb trail to return back to the "Membership Information" page. Here you can see that the Membership will now be billed to a new account that you have added or selected.

Edit from the Billing Method Section

1. On the Membership Information page, click the "Financial" dropdown and then > select "Billing Methods."
2. From the Billing Methods page, use the dropdown next to "Add Credit Card" to add a new Credit Card/EFT.
3. Enter all of the information for the new billing method and click the "Add Billing Method" button.
4. When you add a new billing method, it will automatically make it the default method unless you choose otherwise.

Delete a Stored Billing Method

1. From the "Membership Information" page, click on the "Financial" dropdown and select "Billing Methods."
2. On the Billing Methods page, select the trash can icon next to the billing method you would like to delete.
   Note: You cannot delete a stored Credit Card or EFT that is tied to the monthly membership draft or another scheduled payment. Please see the steps above to add a second billing method before removing an old one.