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How to update the payment information, amount or frequency of an existing PaySmart schedule

Roy avatar
Written by Roy
Updated over 6 years ago

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.

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