Member Management - Add New Card and Add ACH Account.

Member Management - Add New Card and Add ACH Account.

Article Contents

This article outlines the process for adding a new card or ACH account to a member's profile.

Once a card or ACH account is on file for a customer, they become eligible for automated charges, which are scheduled according to your billing cycle. Additionally, you can manually charge the stored card if the customer has an outstanding order in the register or tee sheet.

Step-by-Step:  
Step 1: Navigate to the "Customers" tab on the top navigation bar. From there, select the "Members" tab on the left-hand side menu.


Step 2: Locate the member to whom you wish to add a new payment method. Click the "View/Edit" button, located in the far-right action column next to their name.


Step 3: After the member's profile opens, select the "Membership" tab. The "Payment" tab should be your default secondary option. Here, you can either "Add New Card" or "Add ACH Account."



A) Click on the "Add New Card" option, which will reveal a set of required fields for securely storing the credit card information:
    • Name on the Card
    • Card Number
    • CVV Code
    • Card Expiration Date
    • Billing Address
    • ZIP Code
  1. After filling in the details, click "Add Card."
  1. You may also set a default auto-billing amount, otherwise, the account's balance will be paid in full each billing cycle.
  1. Click the "Save" button to complete the process.





Option B) Add ACH Account

Click on the "Add ACH Account" option, which will open a list of required fields for securely storing the bank account information:
    • Business Account (Yes or No)
    • Account Type (Checking or Savings)
    • Bank Account Number
    • Routing Number
    • Street Address
    • City
    • State
    • ZIP Code

  1. After filling in the details, click "Add Account."
  1. You may also set a default auto-billing amount, otherwise, the account's balance will be paid in full each billing cycle.
  1. Click the "Save" button to complete the process.


Note: Once a card or ACH account is added, the customer is automatically included in scheduled charges according to your billing cycle. Additionally, you can manually charge the stored card or account when the customer has an outstanding order.




    • Related Articles

    • Member Management - Creating or Removing Sub-Members

      Article Contents: This article contains step-by-step instructions on how to create and remove Sub-Members. Step-By-Step: Step 1: Select the CUSTOMERS module from the module navigation menu.  Select Members from the left-hand menu. Step 2: The system ...

    • Member Management - Member List

      Article Contents: This portion summarizes how to Reset Member Passwords online. Step-By-Step: Step 1:  Click on the CUSTOMERS Header Tab. Step 2: Click on the Members button on the left side of the window to go to the member list, and then click on ...

    • Member Management - Payment Management

      Article Contents This article explains the detailed use of payment management. Step-by-Step:   Step 1: Click on the CUSTOMERS (1) module then Members (2). Step 2: Click on the Payment Management tab (1). Select a particular member (2) and click on ...

    • Membership and Billing Setup

      Article Contents: This article provides a step-by-step guide to setting up and managing memberships in the Club Caddie system. It covers creating customers, signing up members, configuring membership classes, billing and payment settings, generating ...

    • Member Management - Assign Member Classes

      Article Contents: This article gives step-by-step instructions on how to assign a member class to a member. Step-By-Step: Step 1: Select the CUSTOMERS module from the module navigation menu. Here you will see a list of all the customers. Step 2: ...