Managing Member Payments: Using the Payment Tab in Club Caddie

Customers - Payment Tab (Video)

Article Contents: The video tutorial demonstrates how to manage member payments using the "Payment" tab in the Club Caddie software. It covers storing credit card and ACH account information, manually entering card details or using a card reader, setting a default payment method for auto-pay, and touches on the primary uses of ACH accounts within the system.

Step-By-Step:

Step 1: The "Payment" tab allows you to store a credit card or an ACH account on file for a member or customer.

Step 2: To add a new card, you can either manually enter the card number or use a card reader (if available) to swipe or enter the card information.

Step 3: When adding a card manually, you can input the cardholder's name, select the card type (credit or debit), and optionally enter the billing address.

Step 4: To add an ACH account, click on "Checking" or "Savings," then enter the account holder's first name, last name, routing number, city, bank account number, street address, state, and zip code.

Step 5: After entering the required information, click "Add Card" for credit/debit cards or "Add Account" for ACH accounts.

Step 6: If a member or customer has multiple payment methods stored (e.g., multiple credit cards or a credit card and an ACH account), you need to select a default payment method for auto-pay.

Step 7: The default payment method will be used when auto-reconciling the card or ACH account. Members or customers can change their default payment method online.

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