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
- If you would like to use that Account Credit for a recurring charge, click on the Payments tab
- Click the toggle to Enable Account Credit for Recurring Payments
- 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.