If your client has an existing PaySmart Membership with a linked recurring payment schedule, and you’re looking to update either your client’s Payment Information; Payment Amount; or Payment Frequency, then you can do so by following these steps below.
Head to the Clients tab, then select the 'Edit' button on the particular client.
Select the 'Package/Membership/Prod' tab.
Select the 'Linked PaySmart payment options' link, then 'Remove PaySmart payment schedule':
(Optional - you can 'Cancel' the membership if required, for example if you’re looking to change the payment amount or frequency, then add a new membership with the new terms.)
Within the membership, select the 'Setup linked payment schedule' and fill in the appropriate information, this will then create a recurring PaySmart payment schedule which is linked to the membership's terms.
