Update a Member Payment Method

Use this workflow when a member gets a new card, wants a different default card, or needs pending invoices updated before the next billing run.

1. Open the Member Profile

Go to Users, open the member, and select Profile.

2. Add a Card if Needed

Use + Add Card when the member does not already have the card on file.

3. Choose the Default Card

Use Set Default on the card that should be used for future billing.

Choose Just Set Default when future new billing should use the card but existing memberships and pending invoices should stay as they are.

Choose Set Default & Update All when the member wants active memberships and pending or failed invoices moved to the new card too. Use Include cash memberships/invoices only when cash memberships should also switch to card billing. Complimentary memberships are excluded.

4. Update Pending Invoices

Use Update Invoices when pending invoices should move to the new payment method too.

This matters when a member has an upcoming invoice already created. Changing the default card alone may not update an existing pending invoice.

5. Update One Membership Only

If only one membership should change, open Membership, find the membership card, and use Edit beside Payment.

This keeps the change scoped to that membership. It is useful when a member has multiple memberships, household sharing, or one package paid by cash while another uses a card.

Leave Also update pending invoices selected when existing pending invoices for that membership should move to the new payment method too.

6. Confirm on the Invoice

Open the pending invoice and confirm the payment method is correct.

If the invoice itself needs to change, use Edit beside Payment Method on the invoice detail page.

Related guides:

• Review Member Invoices
• Set Up Payment Processing