Bambora is the Payment Gateway that works best with our system. Unless you are switching to Bambora, we don’t often encourage the practice of switching Payment Gateway in Member365.
The choice is still yours to make, however, and there are several pitfalls and considerations to look out for. This article will cover what you need to verify if you are changing your Payment Gateway.
Test the new Payment Gateway
Do not change your Default Payment Gateway until you test the new one you have created.
You can start with this Knowledge Base article for the general workflow of testing your new Payment Gateway, but there are a few things to keep in mind here.
When creating the test invoice, specify that you wish to process it using your new Payment Gateway.
Do not make the new Payment Gateway your default until you have run a successful test.
Existing Invoices and Refunds
Existing Invoices in your system are tied to the Payment Gateway they were created with. Be aware of the following:
- A ‘Pending Payment’ Invoice will process through the Payment Gateway it was created with. If you add a new Payment Gateway, existing Invoices will still process through the old one.
- A ‘Paid’ Invoice will refund through the Payment Gateway it was created and paid with. If you add a new Payment Gateway, refunds on pre-existing transactions will still process through the old one.
Changing your Default Payment Gateway
If you change your default Payment Gateway, be aware that all system modules will update. Membership Fees, Event Registrations, and any other future transaction in the system will switch to using the new default Payment Gateway.
To continue using the old Payment Gateway for any Membership Category, Event, etc., you must go into the settings for that individual item and change its Payment Gateway back manually.
Contacts enrolled in ARB
When a Contact opts into ARB, a Payment Profile is created that links them to the Payment Gateway so that they can be charged automatically each term.
Payment Profiles will always stay connected to the Payment Gateway they were created with, even if you remove that Payment Gateway completely or disable it from your copy of Member365.
You must opt your Contacts out of ARB before changing your Payment Gateway. If you do not opt your Contacts out of ARB, the system will continue charging them on the old Payment Gateway; if that old Payment Gateway is disabled, you will encounter issues with failed Credit Card payments!
Contact our Support Team if you use ARB and wish to change Payment Gateways, so that we can help opt Contacts out for you!