There are two ways to pay by a personal or company bill: manual and automatic.
Manual Payment
Manual payment is required in two cases:
A member or a company has no default payment method on Membership > Payment Methods page.
A member or a company has a default payment method on file, but the "Auto-Pay" option is disabled for them. Manage Auto-Pay.
When bill is ready for payment the following notifications are sent:
An example of a persistent widget with a notification to pay by company bill.
All notifications include a link to Membership > Bills > bill's payment page. On this page, a member can enter their bank card details and complete the payment. Optionally, a member can save the card as a default payment method for future automatic payment collection.
An example of an option to save the card as default for bills.
Automatic Payment
If there is a default payment method on file, as soon as the bill is ready for payment, the system would process the payment automatically. A member (personal bill) or company managers and company's email (company bill) are notified that the payment is complete. The notification includes a link to the bill details page with an option to view the bill PDF.
An example of a paid bill with an option to view PDF.
Want to discover all andcards benefits in one call? Book a personal andcards demo!
Manual Payment
Manual payment is required in two cases:
A member or a company has no default payment method on Membership > Payment Methods page.
A member or a company has a default payment method on file, but the "Auto-Pay" option is disabled for them. Manage Auto-Pay.
When bill is ready for payment the following notifications are sent:
An example of a persistent widget with a notification to pay by company bill.
All notifications include a link to Membership > Bills > bill's payment page. On this page, a member can enter their bank card details and complete the payment. Optionally, a member can save the card as a default payment method for future automatic payment collection.
An example of an option to save the card as default for bills.
Automatic Payment
If there is a default payment method on file, as soon as the bill is ready for payment, the system would process the payment automatically. A member (personal bill) or company managers and company's email (company bill) are notified that the payment is complete. The notification includes a link to the bill details page with an option to view the bill PDF.
An example of a paid bill with an option to view PDF.
Want to discover all andcards benefits in one call? Book a personal andcards demo!
Updated on: 08 / 06 / 2022