Mange Payment Profiles & Payment methods

This allows you to manage payment profiles and methods for both recurring payments and subscription billing, and more.

Payment profiles link a climber to a customer ID provided by your payment processor (e.g., Stripe or GoCardless). These profiles store secure payment methods, such as saved card details or bank mandates, enabling automated billing without requiring a physical card.

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<aside> <img src="/icons/arrow-northeast_blue.svg" alt="/icons/arrow-northeast_blue.svg" width="40px" /> Looking to accept manual collection for a subscription such as cash, cheque etc?

› Subscription Action: Switch Billing method

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Important: Profiles with merged data retain all Payment Profiles & Payment methods ensuring flexibility without data loss.

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Triaging a subscription?

See Flow Diagram for multiple monthly billings </aside>

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If a member is being billed multiple times, here are a few ways you can diagnose what is going on. </aside>
When someone adds a new direct debit mandate, do retroactive payments process automatically?

<aside> <img src="/icons/arrow-northeast_blue.svg" alt="/icons/arrow-northeast_blue.svg" width="40px" /> Are you here because you are getting a popup?

Climber Needs Payment Method! - popup

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<aside> <img src="/icons/gradebook_lightgray.svg" alt="/icons/gradebook_lightgray.svg" width="40px" /> Payment Profile A payment profile is a unique customer ID assigned by your payment provider (e.g., Stripe or GoCardless) to a climber. This ID links the climber to their payment information and ensures their billing details are securely stored and managed. A Payment Profile may have none, one or multiple Payment Methods attached.

Depending on your payment provider this saved method can be used for various purposes, such as paying for a subscription or holding on hand for auto-billing.

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<aside> <img src="/icons/gradebook_lightgray.svg" alt="/icons/gradebook_lightgray.svg" width="40px" /> Payment Method A payment method is the saved secure payment option (e.g., credit card or bank mandate) associated with a payment profile. It is used for processing transactions automatically.

Depending on your payment provider this saved method can be used for various purposes, such as paying for a subscription or holding on hand for auto-billing.

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These terms are distinct yet complementary: the payment profile is the overarching record of a climber’s billing setup, while the payment method specifies the instrument used for transactions.

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› View Payment Profiles & Payment Methods

Confirm active payment profiles and their associated methods, with counts shown by provider.

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Can a climber have multiple payment profiles?
The profile has a payment profile, but no payment method - what is going on?

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› Manage: Add Payment Profiles & Payment Methods

Add cards or mandates manually or through Stripe terminals; climbers can also handle this via Member's Home.

Note, this can be done both if a climber profile has an existing Payment Profile on their profile or not.

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Attention Updating**/**Adding a payment profile or method to an overdue subscription with a past-due billing date will trigger retroactive payments in BETA. BETA will automatically charge for any missed billing cycles since the last succeeded payment.

Be sure to review and, if necessary, update the billing date before adding a payment method to avoid unexpected charges.

See here for how to Extend a subscription with Update Billing Date if you do not wish to apply retroactive payments.

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› Manage: Set/Switch Payment Profiles Default

Update default payment profiles to ensure smooth billing, especially during expirations or after profile merges.

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