There are three ways to access a member’s financial info:
•Click on the Billing Option field.
•Select Update Financial Info from the Member menu.
•While editing a member’s record click CC Info.
The member’s current card or ACH information will be displayed (with sensitive info masked for security reasons).
•Click Accept to keep the current card info.
•Click View/Modify to edit the current info (e.g. to update the card expiration date).
•Click Enter New to enter information for a new credit card.
•Click Print Authorization to print an authorization form for your members to sign.
Note: Most clubs will include such authorization in the membership contract, so this may not be needed. (You can edit the “CC-Auth” form selecting Edit Document Templates from the Documents menu.)