Payment methods and memberships
The cards that are store in the payment methods should also be an option to use in the membership payment options. If a client changes the card on file and deletes the old card, the membership still charges that card that was deleted from the payment section. When I added the clients new card to the membership payment it also shows up in the payment section as an option to charge. It should go both ways whatever cards in the payment methods should able to be selected without having to retrieve the card number from the client again. I see why it does not deleted from the membership section for billing purposes. But there should be the option to click the card that the client wants use if the client has more than one card in their payment methods. Taking the time to deal with frustrated client because their old card was charged. It would save a lot of time if this feature could be done because clients often change cards that use to pay. Also had to issue a refund because the payment was already processed. Now having to reset her billing date to tomorrow because it is not allowed be rebilled using the new card day of. Then tomorrow I will have to go back in and change the date back to the first of the month so it get processed at the same time as all the other ones and as our contract states.
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Janessa Bertetto
commented
If a client has a membership with a credit card saved to the membership, it should automatically be saved on their profile under payments. Once a client cancels their membership, they no longer have a payment type saved.
Also, Im not sure why the system has two spots for payment types that arent linked?