At the bottom of the customer's account profile there is a section called Payment Information. Employees, that have the authorization, can save payment information for either a credit card or a bank account for doing EFT. This payment information is only available for use on the admin side.
If a customer chooses to "Save credit card to my account" (when checking out with a Credit Card through Dash Online) the information is saved on their customer profile for admin use only. For their security, it is not stored on their Dash Online customer profile for future sessions.
To save Credit Card information:
- Change the Payment Method to Credit Card
- Enter account information
- Choose a Billing Day - this is the day of the month any Auto Renew membership invoice payments will be collected. If you select NA, the invoice payment will be collected on the membership renewal date.
- Choose Credit Limit - this is the single transaction limit that you have approval to charge on to the customer's card.
- Click the Save button
You'll be able to use the payment information to setup a payment schedule on open invoices. See our SportsIT video on Payment Schedules.
Memberships can be set to Auto Renew. When the membership expires a new invoice will be created. However, the customer's card will not be charged for this invoice until the Bill Day specified within the Payment Information. It is important that customers with memberships that Auto Renew have Payment Information on file or they will not be charged, only invoiced.
Once saved, the payment option will show up when checking out as a "Or use saved card" button, below the "Process Checkout" button.
Customer with ACH/EFT payment information will need to be collected manually through your bank's EFT process. To get your EFT amount you will run the customer membership report and format it according to your banks standards. Most banks can accept a CSV (comma separated file via spreadsheet software) to make the EFT. Doing EFT is a manual process but only needs to be done once a month.