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Managing Saved Payment Cards in Membership

How to add, remove, and replace saved payment cards in Members Listing.

In this article:

  1. Adding a Payment Card
  2. Removing a Payment Card
  3. Updating Card Details
  4. Members Managing Their Own Card Details

Adding a Payment Card

INTIX staff and Super Admins can add a saved payment card to a member’s account.

Steps to add a payment card

  1. Navigate to Membership > Members Listing.
  2. Search member by first name, last name or email address
  3. Navigate to Payment Method, select Add Payment Details.
  4. Enter the new card details and follow the prompts to complete the process.

Removing a Payment Card

Only a Super Admin of the organisation can remove a saved payment card. INTIX staff cannot remove cards.

Requirements for removing a card

1. At least one valid card must remain on the account

A member’s account must always have at least one valid payment card.

A card remains valid until the end of its expiry month. If the card you want to remove is the member’s only valid card, the Remove button will be disabled until another valid card has been added.

2. Automatic customer notification

When a card is removed, the customer automatically receives an email notifying them which card was removed from their account.

3. Timeline record

Every card removal is recorded in the member’s Timeline, providing a record of the action.

Updating card details

When a member needs to update their card details on their account, the new card must be added before the old card is removed.

Recommended process

  1. Super Admin can update a members card details
  2. Go to Membership > Member Listing.
  3. Search member by first name, last name or email address
  4. Navigate to Payment Method, select Add Payment Details.
  5. Follow the prompts to complete the update
  6. Remove expire or invalid card (only available to Super Admins of the organisation)

Following this order ensures the account retains at least one valid card, allowing the expired card to be removed successfully.

Important: Do not remove the existing card before adding its replacement. If the account has no other valid cards, the removal will be disabled.

Members Managing Their Own Card Details

Members can add, remove, or update their saved payment card details themselves through the organisation’s membership link.

Here is how a member can manage their card details:

  1. Open the organisation’s membership link and log in.
  2. Navigate to My Account.
  3. Select Account Home.
  4. Open Payment Method.
  5. Select Add Card to add a new payment card.

 

Need further assistance? Contact your account manager, or email help@intix.com