If a customer chooses to "Save credit card to my account" (when checking out with a Credit Card through their online account) the information is saved on their customer profile for admin use. It will also save for future online check-out from the customer account online. This payment information can only be updated later from the admin side
To save Credit Card information:
Change the Payment Method to Credit Card
Enter account information
Employee Roles - Share the credit card with specific family members to use.
Choose a Billing Day - this is the day of the month any Auto Renew membership invoice payments will be collected. If you select NA, the invoice payment will be collected on the membership renewal date.
Click the Save button.
Payment Schedule
You'll be able to use the payment information to setup a payment schedule on open invoices.
Auto Renew
Memberships can be set to Auto Renew. When the membership expires a new invoice will be created. However, the customer's card will not be charged for this invoice until the Bill Day specified within the Payment Information. It is important that customers with memberships that Auto Renew have Payment Information on file or they will not be charged, only invoiced.
Use Card On File
Once saved, the payment option will show up when checking out as a "Or use saved card" button, below the "Process Checkout" button.
ACH/EFT
Customer with ACH/EFT payment information will need to be collected manually through your bank's EFT process. To get your EFT amount you will run the customer membership report and format it according to your banks standards. Most banks can accept a CSV (comma separated file via spreadsheet software) to make the EFT. Doing EFT is a manual process but only needs to be done once a month.