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:
Membership module > Direct Debit Accounts
Click the + icon
Select the Account Type drop-down list (i.e., Credit Card or Bank Account). The Start Date will auto-populate to the current date
For a Bank Account: Enter the Card Type or BSB
For a Credit Card: Enter the Card Number & Expiry Date or Account No. Type the Cardholder Name or Account Name
To use the new direct debit method, you must update any existing agreements:
Select Membership module > Direct Debit Accounts> Agreement
Double click on the Current Agreement or Click New
Ensure that the Member Account you select from the drop box has the correct credit card/bank account details
Please contact membership_support@mslsolutions.com if you have any further questions or queries. Read more Virtual Manager articles here.
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