Processing credit card payments on behalf of members

Using payment systems other than PayPal Checkout

If you're using Authorize.Net, Stripe Connect, or WildApricot Payments as your payment system, you can make a credit card payment against an open invoice on behalf of a member. Payments cannot be charged to an individual's account, only to an invoice.

Administrators can process both one-time and recurring payments, such as automatic membership renewals.

To process a payment related to an unpaid invoice:

1. Navigate to Contacts > List > Simple search and select Attention required from the Filter by drop-down menu. 

2. To open an invoice, click Record payment.

3. To record a credit card payment, click Charge credit card.

Note: If the Charge credit card button is missing or grayed out, it means your online payment system does not support credit card payments processed by administrators.

When prompted, enter the member's credit card details and click Pay. A confirmation message will appear after the payment has been successfully processed.

Using PayPal Checkout

For accounts that are using PayPal Checkout, the following workaround allows an administrator to apply a credit card payment against an open invoice on behalf of a member.

1. Navigate to Finances > Invoices.
2. Select the invoice to be paid.
3. From the Invoice details, select Preview & print. 
4. In the invoice preview, right-click over the View invoice online link and select Open link in incognito window or a similar option.
5. On the invoice that appears, click Pay online.
6. Enter the member's credit card details and click Pay.

A confirmation message should appear after the payment has been successfully processed.