Easily update a member’s billing information without requiring login access. This new method streamlines the process and ensures secure, direct updates via email or directly within GB Members.
You now have two options for updating the credit card on file.
1) From the member's profile in their billing section, you’ll see a button at the top to update.
2) You can also email them this template to update, “Bambora Change Payment Type”.
Read below for more details on those two options.
Related Articles
- How to | Process Overdue Charges
- How to | Manually "Capture Member Payment"
- Troubleshooting | Top 5 Billing Mistakes & How to Avoid Them
Contents
- Updating Billing Details from Member Profile
- Sending a Secure Payment Update Email
- Important Changes to the Process
1. Updating Billing Details from Member Profile
Step 1:
Navigate to the member's profile in GB Members.
Step 2:
Navigate to their billing section and click the "Update Credit Card" button.
Step 3:
Enter the updated card details or review existing information as needed.
2. Sending a Secure Payment Update Email
You can send a secure payment update link directly to the member using the built-in email template.
Step 1:
Go to the member’s profile.
Step 2:
Click Email, then select the template titled “Bambora Change Payment Type.”
Step 3:
Send the email. The member will receive a secure link to update their payment information without logging in.
3. Important Changes to the Process
The previous Bambora Change Credit Card Details form in the Services Section is no longer available for you to use directly.
All updates must now be made from the Members Profile or via the new email link.
Members no longer require login access to update their payment type securely.
**Tip**
Confirm that the member is not frozen before updating billing information. Frozen members should resume their accounts first to avoid reactivation errors with Bambora.
Conclusion
You now have two streamlined ways to update billing details for an active member—directly from their profile or by sending a secure email. This update enhances security and simplifies the experience for both staff and members.
FAQs
-
Q1: Can a member update their payment info on their own?
A1: Yes, if you send them the secure email using the “Bambora Change Payment Type” template. -
Q2: Is this available for overdue or frozen members?
A2: No, frozen or overdue members must first be resumed or resolved before billing changes can be made. You can update Overdue members' Credit cards directly from the Overdue section on the Dashboard.
Related Articles
- How to | Process Overdue Charges
- How to | Manually "Capture Member Payment"
- Troubleshooting | Top 5 Billing Mistakes & How to Avoid Them
Need Assistance?
For further assistance or clarifications, please contact northamerica@graciebarra.com
You can also schedule a 1-1 consultation: https://graciebarra.link/gbmembers-consultation