Managing Member Credit Cards

Link: https://support.brilliantdirectories.com/support/solutions/articles/12000011521

This article covers how to do the following from the Admin area of the site:

How to check if a member currently has a credit card on file.
How to add a credit card for a member.
How to update the credit card on file for a member.
How to delete a credit card on file for a member.

To do any of the above actions, please follow these steps:

Click on My Members >> Search Members
Search for the member and click on Actions >> Payment History:
Click on the "CC Info" button:

How to check if a member currently has a credit card on file

If the member have a credit card on file, a snippet of his credit card information will show up here:

How to add a credit card for a member

Click on the "Add Credit Card" button:
Enter the credit card information of the member:
Click on the "Save credit card & continue" button.
If the complete credit card information is entered with no errors, a success message like this will show up:
Click on the "Close Window" button.
The member's credit card information on file will display here:

How to update the credit card on file for a member

To update the credit card on file for a member, click on the "Update" button:
NOTE: This button will only appear if the member already has a credit card on file.
At the top of the modal will appear the current credit card on file.
There, will also show the fields to enter the new updated information:
Click on the "Save credit card & continue" button.
If complete credit card information is entered with no errors, a success message like this will show up:
Click on the "Close Window" button. The updated credit card information will be reflected on the following page:

How to delete a credit card on file for a member

Click on the "Clear" button:
Confirm if want to remove the credit card on file by clicking on the "Yes, clear credit card" button:
Once successfully deleted, a success message will appear, click on the "Close Window" button:

IMPORTANT TIP - Enabling the Use AVS Billing Address Fields Advanced Setting

By default, when trying to update an existing credit card for a member, the available fields would be limited to the Card Owner Name and Card Number:

When the Use AVS Billing Address Fields advanced setting is enabled:

There will be additional location fields added to the same form:

This would also apply if the member is updating their credit card via their member dashboard as well:

Please keep in mind that When the "Use AVS Billing Address Fields" advanced setting is turned on, the billing address fields on the checkout pages will become mandatory.