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Set Account Credit as Default Payment Method

In this article, learn how to set your account credit as your default payment method towards recurring payments.

APPLIES TO: Clients

If you have an Account Credit and want to use that credit towards future recurring payments you can do so by following the steps outlined below.

For example, a client is in a membership and has a $200 account credit on their profile that they want to use on their next membership renewal.

Set Account Credit as Default Payment Method

  • Log into your Upper Hand account and navigate to your Profile Page
  • If you have an Account Credit balance, you will see it in the Account Credit box

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  • If you would like to use that Account Credit for a recurring charge, click on the Payments tab

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  • Click the toggle to Enable Account Credit for Recurring Payments

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  • Once enabled and when the next payment is initiated, it will use the account credit available first

Some Things to Note

  • If the account credit that's available does not cover the full balance, the payment will fail and a balance will be generated for the full amount so that you can split payment with the remaining account credit and a saved card on file.
  • This works for payment plan installments as well as membership payments.