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Payment Management (Subscriptions)

Users can manage multiple payment methods on their account through the user portal but only one method may be set as primary. Admins can also add payment method details to a user profile.

Quick Steps:

  1. Search and select the User Profile.

  2. Using the Profile dropdown, click Manage Payment Methods.

  3. To add a payment method click Add New Payment Method under Payment Subscription Options. 

  4. To use a payment type for recurring payments or to be auto-charged for Permit Rollovers, click the drop down and chose the payment type from the dropdown under Permit Rollover Subscription and then click Save.

  5. You will see a popup indicating that your permit rollover subscription has been updated.

Step by step instructions:

  1. Search for the User:

    • Use the Quick Search or User Search functions to locate the user whose credit card you want to manage.

    • Select the User to access their Profile.

  2. Access Manage Payment Methods:

    • Use the Profile menu dropdown to choose Manage Payment Methods.

  3. Add a Payment Method:

    • Under Payment Subscription Method on the right side of the screen, click Add New Payment Method.

    • When you have added your credit card information, click Add Payment Method button to register in the system.

    • If choosing EFT (Electronic Funds Transfer) as your new payment method, you will need to also fill out a Label (typically the bank name and type of account ie: Savings) and the user's banking information before clicking Add Bank Information button to register in the system.

  4. Add Permit Rollover Subscription:

    • Choose the Payment Method from the dropdown list under Permit Rollover Subscription on left side of screen.

    • Click Save.

    • You will see a popup indicating that the subscription payment method has been saved/updated.

To do this, Admins must have the Allow Credit Card Processing setting turned on in System Settings>Permits.

To use this card to pay for recurring permits, the user must have purchased his previous permit through the same payment type so that the system would have a record of the payment type used.



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