Overview
This article covers all the ways to add or update a payment method in PushPress Core. The process applies universally to any person type: lead, non-member, member, or staff.
Who can do this: Admin and Staff
Where: People menu (left navigation) → select the appropriate tab, or use the universal search icon in the upper right of any Core page
Method 1: Add or Edit a Card Directly (In Person or by Phone)
Use this when the person is with you or you have their card details available.
Add a new card:
Locate the person via People in the left navigation or the universal search icon in the upper right.
Open their profile.
In the right rail, click Add Payment Method.
Enter the card details and save.
Edit an existing card:
Locate the person and open their profile.
In the Payment Methods section, find the current card.
Click the context menu (⋯) on the card row.
Select Edit, update the card details, and click Save.
Important: Plans do not automatically switch to a new payment method. After adding or updating a card, confirm the person's active plan is set to charge the correct card.
Method 2: Send a Secure Link (Remote)
Use this when the person needs to add or update their card themselves.
Locate the person and open their profile.
In the right rail, click Request Payment Method.
A secure link is emailed to them automatically.
You'll receive an email notification once they complete it.
After they update, verify their active plan is referencing the new card.
Method 3: Member Self-Service via Member App or Portal
Members can update their own card without staff involvement.
Member logs into the Member App or Member Portal.
From the top-right sub-menu, navigate to Payment Methods.
Add or update the card and save.
Note: After a member updates their card, staff should verify the plan is referencing the correct payment method.
Troubleshooting
Plan is still charging the old card after update
Plans must be manually updated to reference the new payment method
Go to the person's active plan and edit the billing source
Person didn't receive the card request email
Ask them to check spam/junk
Confirm the email address on their profile is correct
Resend the request from their profile
Card was declined when added
Confirm card details are correct (number, expiration, CVV, billing zip)
Ask the person to contact their bank — the card may be blocked for online or new merchant charges