Two of the most frequently asked questions we receive are – how to add new bank account or credit card? And subsequently, how to update the existing agreement? 

If you are experiencing any of these issues, please follow the steps below:

To add a new bank account or credit card, go to:

  1. Membership module > Direct Debit Accounts

  2. Click the + icon

  3. Select the Account Type drop-down list (i.e., Credit Card or Bank Account). The Start Date will auto-populate to the current date

  4. For a Bank Account: Enter the Card Type or BSB

  5. For a Credit Card: Enter the Card Number & Expiry Date or Account No. Type the Cardholder Name or Account Name

member payment details
member payment details

To use the new direct debit method, you must update any existing agreements:

  1. Select Membership module > Direct Debit Accounts> Agreement

  2. Double click on the Current Agreement or Click New

  3. Ensure that the Member Account you select from the drop box has the correct credit card/bank account details

member payment details

Please contact if you have any further questions or queries. Read more Virtual Manager articles here