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Must know
  • Families add and remove their own cards and bank accounts. Staff can’t type one in, but can charge a saved one (Take payment, Enroll in Program, Set Active).
  • Every new card or bank account a signed-in family pays with at checkout or on an invoice is saved automatically. Apple Pay and Google Pay are saved only when the order has a recurring program or payment plan. Guest checkouts are never saved.
  • When a card is replaced, the family should add the new card and remove the old one. Adding a card alone doesn’t move a charge still tied to the old card.
  • To find recurring charges with nothing on file, open Filters on Recurring Billing and set Payment method to No payment method.
What they are. Stored cards are the cards and bank accounts a family has saved; Uplifter shows only the brand, last 4 digits, and expiry. Families can save a bank account: ACH in the US, or Pre-authorized Debit (PAD) in Canada, the bank debit that clubs and families call EFT (see What is EFT?). A saved method belongs to the guardian’s account, so it can pay charges at more than one club. How families add them. A signed-in family’s new card or bank account is saved at store checkout or invoice payment, with no checkbox. The deliberate add is Add Payment Method on Billing Details in the family portal, which also takes digital wallets. A bank account added there shows Bank account submitted - verifying with your bank… and appears once confirmed. The first method saved becomes Primary. How families manage them. Set Primary changes the Primary method. Families are emailed when they add a method with Add Payment Method, remove one, or choose a new Primary, but not for a checkout save. When a family removes a card. Removing a card opens Remove payment method?, which lists the payments billed to that card at your club and counts those at other clubs. If the card pays for something, the button reads Remove anyway, and a family with no other saved method also sees Add a card first. Removal unties every recurring charge on the card, and if the removed card was Primary, the oldest remaining method becomes Primary. A card paying for an active payment plan can’t be removed until the plan is switched. Keeping details current. Families can refresh their saved card details with the refresh icon next to Payment Methods on Billing Details.

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What you see as an admin

Saved methods. Open a guardian’s profile (Athletes > Guardians) and choose Payment Methods. It lists each brand, last 4, expiry, and a Default badge, or No payment methods on file. It needs View Financials and is read-only: you can’t set a default or remove a method. Until your club’s payments are set up, it shows Go to Onboarding. Guardians list. The No card on file tile and filter find guardians with nothing saved. Autopay at risk finds active recurring charges with failed attempts or no card. Recurring Billing. The list doesn’t show each charge’s card. On Financials > Recurring Billing, select Filters and set Payment method to No payment method (or Card or Bank account).

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What staff can charge

You can’t key in a card, but you can charge a saved one:
  • Take payment lists them under On file, or shows No saved card or bank account.
  • Set Active on a cancelled recurring charge offers them under Take payment with.
  • Enroll in Program (on an athlete’s profile) offers Card on file and Bank account on file.
  • Change card on a payment plan invoice switches the plan to another saved card.
If the card’s bank demands verification, the charge is refused; send the guardian the invoice to pay online.

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When a charge has no usable method

On each daily run (8:00 AM Eastern), a charge whose own card is gone moves to the family’s Primary method (or, with no Primary, their newest saved method). With no usable method and money due, the cycle fails with “No valid payment method on file” and an unpaid invoice the family can pay online. The family’s red banner offers Update card and Pay now. See What happens when a recurring charge fails?. If a card was replaced. Tell the family to add the new card and remove the old one. Adding alone leaves the charge on the old card; removing it unties the charge, and the next run bills their Primary method. With other saved methods, they should also choose Set Primary on the new card. Related: How do I save a card or payment method? · How do I change or remove my default payment method? · How do I take a payment on an invoice? · What is EFT, and how do families pay with it?