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Changing a User’s Credit Card or Payment Method

Once a credit card or eCheck has been saved on file, it becomes encrypted and cannot be changed in the back end.

The saved payment method must be deleted entirely if you’d like to update the saved card on file. After it has been deleted, you can then enter the new payment method and save it on file.

Note that you will not be able to delete or enter a payment method until the user has a balance due. Otherwise, the checkout page will display the message “Congratulations! You have no outstanding balance.” and no action can be taken.

If action is needed immediately and there is no balance due, please email us payments@regpacks.com and we can assist further.

How to Delete the Saved Payment Method 

First, make sure you are in the User Management interface by selecting the “Users” tab located under the Regpack logo.

 

Locate the specific user that you would like to manage, either by filtering for them, or sorting your user list accordingly.

Next, click on the user’s name to display their information on the right. Select the “Payments” tab to view the user’s payment listings. Then click the “Process Payment” button.

Alternatively, you can click the middle dollar amount to the right of their name, which will bring up the side panel and their payments tab.

Hover over the saved payment method and click the red “Delete” button and confirm. You will receive the pop up message, “Payment method has been deleted” in blue at the bottom left of your screen.

How to Save a New Payment Method on Behalf of the User

As long as the user has a balance due, they can enter their new payment method through their checkout form and save it on file. Note, a payment must be processed in order for the payment method to be saved on file. You can also process and save a payment method on behalf of the user.

Start by locating the specific user who needs to close their balance with a new payment method.

Next, click on the user’s name to display their information on the right. Select the “Payments” tab to view the user’s payment listing. Then click the “Process Payment” button.

Alternatively, you can click the middle dollar amount to the right of their name, which will bring up the side panel and their payments tab.

Select the payment method that needs to be saved on file, “Credit Card” or “E-check”, and enter the payment details.

At the bottom of the checkout form, click the checkbox for “Allow me to use this payment method again”. Checking the box will save the payment method on file for future billing.

Click “Issue Payment” and confirm.