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Updating Credit Card for a Payment Plan
Updating Credit Card for a Payment Plan
Reid Merritt avatar
Written by Reid Merritt
Updated over a year ago

In the event that a registrant’s card cannot be charged while utilizing a payment plan (lost card, expired card, etc.), you will have to re-enter their payment information for the following month/s in order to successfully charge their card.

To change the payment method:

  1. Click the Multi-Payment Management icon along the left blue navigation bar

  2. Select “Manage Individually”

  3. Click the blue hyperlinked ID next to the individual’s name

  4. Click the “Payment Method” tab

  5. Click the blue “Change Payment Method” button

  6. Call the individual, and obtain their new payment method. Then “Save”

At this point, you will have to re-run the individual’s card in order to charge it. To do so:

  1. Click the “Failed Payments” tab

  2. Under “Payment Options” select either “Pay Now”, or enter a date for “Pay On This Date”

  3. Click “Save”

At this point, the card will be charged, and has been saved for future payments

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