Adding a card to pay for an existing membership

Members have two simple ways to pay for their subscription by credit or debit card. They can either use a direct link from a reminder email or log in to their account area.

Option 1: Paying by card via email links (no login required)

If a membership plan is set to accept both Direct Debit and card payments, the system sends automated emails with direct links to make payment. These links do not expire and provide the most straightforward way for a member to pay.

Automated renewal reminders

• These emails are automatically sent to members 14 days before their subscription renewal date.
• The email will state the upcoming renewal date and amount and provide a "Pay by bank card" button.

Automated overdue reminders

• If a subscription is not paid by the renewal date, these emails are sent automatically.
• The sending schedule for overdue reminders is configured within each membership plan.
• Like the renewal email, this will contain a "Pay by bank card" button to allow the member to settle their overdue payment.

Manually triggered reminders

Admins can also manually send these reminder emails at any time:

1. Navigate to the relevant contact's subscription page.
2. Click the 'Email renewal reminder' button.

The system will automatically send the correct email based on the subscription's status. If the subscription is valid, the renewal reminder will be sent; if it's overdue, the overdue reminder is sent.

Option 2: Paying via the member account (login required)

Members can also add a card as a payment method directly from their online account. This is a good option if they have misplaced their renewal email.

You can invite members to pay by card by asking them to:

1. Log in to their online account on your website.
2. Navigate to the Membership tab.
3. Click the Pay by bank card link located below their subscription details.

Following these steps will add their credit/debit card details to their account. The system will then automatically take payment when their subscription renews.

Note on payment methods: While card payments are a convenient option, we generally recommend encouraging members to set up a Direct Debit where possible, as Direct Debit mandates do not expire with the card. You can find out more about that here: Invite a contact to set up a Direct Debit mandate.