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