To add a new payment processor, see Configuring online payment processing.
Prerequisites: Before removing a payment processor from your account, disconnect it from all member types and forms still connected to it.
On this page
Disconnecting a payment processor from a member type
- Go to Database > Member Types.
- Hover over the member type, then select EDIT SETTINGS.
- Under Renewal Payment Settings, select your new payment processor from the Payment Processor dropdown.
- Repeat for each member type still connected to the payment processor.
Disconnecting a payment processor from a form
- Go to Forms > Form List.
- Hover over the form, then select EDIT.
- Scroll to the Payment section, then select Properties.
- Select your new payment processor from the Payment Processor dropdown.
- Repeat for each form still connected to the payment processor.
Removing a payment processor from your account
Caution: Removing a payment processor prevents members from making online payments on any forms or invoices still connected to it. Members set to auto-renew must manually renew on their next expiration date to reconnect their payment information.
Contact the support team to request removal. In your request, include:
- Which payment processor you are switching to.
- What to do with open invoices still connected to the processor you're switching from. The support team can:
- Migrate these invoices to your new payment processor
- Void these invoices
- Permanently delete these invoices
Once the support team receives this information, they can remove the payment processor from your account.