Assigning Different Payment Methods to Multiple Memberships
Overview
You can now configure a separate payment method for each membership a client holds. This guide explains how to set it up and why it helps manage complex billing more accurately.
Step-by-Step Instructions
Assigning a Payment Method to a Membership
- Login to CORE
- Navigate to Clients in the top navigation menu.
- Search for and select the desired client
- Go to the Memberships section inside their client record.
- Find the membership you wish to edit or configure and click the eye icon.
- Locate the Payment Method field.
- Choose from the client’s stored Wallet payment methods or add a new one if needed.
- Save the configuration.
- A pop up warning will appear - select Confirm.
Tip: If no specific method is chosen, the client’s default Wallet method will apply automatically.
Repeat the Above Steps for Additional Memberships
- For clients with multiple memberships, you can assign different payment methods to each one individually.
- The system will recognize and process payments separately for each membership based on its assigned method.
Expected Outcome
After setting this up, each membership will:
• Charge the correct assigned payment method
• Bill automatically without manual intervention
• Reduce errors when clients want different payment setups (e.g., personal card for one membership, business card for another)
Troubleshooting / FAQs
Q: Can a client have multiple memberships using the same payment method?
A: Yes! You can assign the same Wallet method to multiple memberships if needed.
Q: What happens if a payment method fails?
A: The system will attempt billing according to normal failed payment settings. Clients can update their Wallet methods anytime.
Q: Can staff change the payment method later?
A: Yes, just edit the membership and assign a new payment method at any time.
Still Need Help?
Reach out to our support team via support@hapana.com