If you have a Stripe, WayForPay, or Tap payment gateway connected, customers can have their payment methods saved for quick and automatic payments.Documentation Index
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Add a payment method
The user’s payment method is automatically saved once they make at least one payment using it. Payment methods can also be added manually.As a customer
- Go to Locations > Membership > Billing.
- Individual members go to the “Personal” section on Membership.
- Company managers go to the section with their company name.
- Under the “Payment methods” section, press
Addand input their details.
As an administrator
- Go to Customers > open a customer profile.
- In the “Payment methods” section, click
Add. 
- Add a payment method >
Save.
- Making a booking on behalf of a customer
- Charging customer invoices
- Creating one-off payments to charge the customer.
Set a default payment method
The default payment method is used for automatic invoice charges by subscription. The user’s payment method is automatically saved as the default one once they pay at least one invoice using it. It can also be set manually.As a customer
- Go to Locations > Membership > Billing.
- Click
(...)next to the preliminary added payment method. - Press
Set as default.
As an administrator
- Go to Customers > open a customer profile.
- Click
(...)next to the preliminary added payment method. - Press
Set as default.
Change a default payment method
Users can change the default payment method if needed.As a customer
- Members and company managers go to Locations > Membership > Billing.
- Under the “Payment methods” section, press
Add> input the details. - Once saved, click
(...)next to the new payment method > hitSet as default. - Delete the previous one, if needed.

As an administrator
- Go to Customers > open a customer profile.
- Click
(...)next to the preliminary added payment method. - Press
Set as default.

Delete a payment method
As a customer
- Members and company managers go to Locations > Membership > Billing.
- Tap
(...)next to the payment method >Delete. 
If the payment method being deleted is set as default and linked to an active subscription, a new payment method must be added and set as default first. Once a new default payment method is established, the previous one can be deleted.
As an administrator
- Go to Customers > open a customer profile.
- Click
(...)next to the payment method >Delete. 
Is it possible to remove a default payment method if a customer has an active subscription?
Is it possible to remove a default payment method if a customer has an active subscription?
To remove a default payment method for an active subscription, you must first add a new payment method and set it as the default.If you want to prevent automatic charges from an existing card without adding a new payment method, you can disable “Auto-pay” to transition the customer to manual payments.If “Auto-pay” is disabled, the customer will not be automatically charged, despite having a default payment method on file, and will instead receive invoices for manual payment.