Overview
This article covers all the ways to update or add a payment method (credit card) for a any person (lead, member, staff) in PushPress Core. Use this when a member's card expires, declines, or they need to switch to a different card.
Who can do this: Admin and Staff
Where: Control Panel → Member or Lead profile page
Option 1: Update While You Have the Card (In Person or by Phone)
Use this method when the member is present or you have their card number on hand.
Edit an existing card:
Go to the member's profile page.
In the Billing section, find their current card.
Click the context menu (⋯) on the card.
Select Edit and update the card details.
Click Save.
Add a new card:
Go to the member's profile page.
In the Billing section, click Add Payment Method.
Enter the new card details.
Click Save.
Option 2: Send a Secure Link for Remote Update
Use this method when you can't take the card directly — the member updates it themselves via a secure link.
Go to the member's profile page.
In the Billing section, click Request Payment Method
An email with a secure update link is sent to the member.
You'll receive an email notification once they complete the update.
After they update, verify their active plan is referencing the new card.
Option 3: Member Self-Service via Member App or Portal
Members can update their own card without staff involvement.
Member logs into the Member App.
From the top-right sub-menu, they navigate to Payment Methods.
They add or update their 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
The plan must be manually updated to reference the new payment method
Go to the member's plan and edit the billing source
Member didn't receive the card update email
Ask them to check spam/junk folders
Confirm the email address on file is correct
Resend the request from their profile
New card is being declined
Confirm card details are correct (number, expiration, CVV, billing zip)
Ask the member to contact their bank — the card may be blocked for online charges
