Unlike the other payment integrations where you can directly enter payment details for members/companies in the admin portal, PlacePay lets you send a mandate request directly to the member to request their payment details.
Before diving in, make sure to read more about setting up the PlacePay integration.
How to Set Up PlacePay Payment Details For a Member
- Navigate to a company/member profile
- On the right-hand side of the page, click on the Setup Payment Method button in the Payment Details section
- The system will prompt you whether you'd like to send a mandate request to the email that's been entered for the customer.
- If you confirm, the user will receive an email with a link. Once opened, it will allow them to enter their payment details.
If the member entered their details correctly and they enabled Autopay, the payment details will be stored and they'll be chargeable on the admin end. The member can also use the financial instrument on the member portal.