- Access the memberbase dashboard.
- Navigate to payment providers.
- Click on “Create payment provider”.
- Input the required fields.
- Finally, click on the “Create payment provider” button.
Related Articles
Payments
Payment providers There are two types of payment providers: Step-1 - Access the Memberbase dashboard. - Navigate to “payment providers”. - Click on create payment providers, - Fill in the form fields with the required information. - Select an option ...
Set up payment (with an existing direct debit instruction)
- Access your Memberbase dashboard. - Navigate to “contacts”. - Select a contact and click on “view”. - Under the “finance” drop-down select “setup direct debit”. - Click on the “existing payment method” checkbox. - Fill in the required fields, ...
Demonstrate a direct debit payment
- Access your Memberbase dashboard. - Navigate to “contacts”. - Select a contact and click on “view”. - Select a mandate. - Ensure the mandate selected is active. - Click the finance button and navigate to the contact’s invoice. - Click on “view” to ...
Direct Debit (Go Cardless)
Have you ever lost a member or subscriber because their credit card failed, expired, or was delinquent? You're not alone! According to Patrick Campbell, Co-Founder & CEO of ProfitWell, between 20-40% of churn is due to these types of issues, ...
Set up a direct debit (send setup request)
- Access your Memberbase dashboard. - Navigate to “contacts”. - Select a “contact”. - Right-click on “view” to take you to the contact detail page. - Under the “finance” dropdown select “setup direct debit”. - Finally, click on Setup payment. The ...