--- title: How to Update a Client’s Payment Method (credit card or bank) description: payment method --- [Skip to content](https://support.hapana.com/kb/article/688#main-content) English Show submenu for translations [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png)](https://info.hapana.com/en?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) Hapana Help | Find answers here - There are no suggestions because the search field is empty. 1. [Hapana Knowledge Base](https://support.hapana.com/?hsLang=en) 2. [Member Management](https://support.hapana.com/member-management?hsLang=en) 3. [Client Accounts](https://support.hapana.com/member-management?hsLang=en#client-accounts) # How to Update a Client’s Payment Method (credit card or bank) ## Overview Need to update a client’s payment info in CORE? Whether it’s a new credit card or bank account, you’ve got multiple ways to make that change — all depending on where you’re working in the system. 🎥 **Watch the walkthrough**: [Click here to watch on Loom](https://www.loom.com/share/76f127cdc0e6435e9061b55ee5b44529) Or preview it below: --- ## Prerequisites Before you begin: - Make sure the client is already in your system - Have their updated **card or bank details** ready - You must have **billing access** to edit payment methods --- ## Step-by-step instructions ### Option 1: From the client profile 1. Go to the **Clients** section 2. Search and open the client’s profile 3. At the top, click **View/Change Card** 4. Click **Edit**, then enter the new **credit card or bank** info 5. Save changes ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443402318_41c3b89a_image-20250523153536-225-1.png?width=2048&height=1273&name=1759443402318_41c3b89a_image-20250523153536-225-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443403913_d3a4dd33_image-20250523153547-226-1.png?width=2048&height=1273&name=1759443403913_d3a4dd33_image-20250523153547-226-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443405781_d8a79faa_image-20250523153557-227-1.png?width=2048&height=1273&name=1759443405781_d8a79faa_image-20250523153557-227-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443407590_01a07459_image-20250523153607-228-1.png?width=2048&height=1273&name=1759443407590_01a07459_image-20250523153607-228-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443409481_334573eb_image-20250523153618-229-1.png?width=2048&height=1273&name=1759443409481_334573eb_image-20250523153618-229-1.png) > Tip: This is the quickest way to make changes if you're already in their file. --- ### Option 2: From the active membership 1. From within the **Client Profile**, scroll down to the **Memberships** tab 2. Click into the client’s **Active Membership** 3. Click **View/Change Card** next to the membership 4. Edit and save the updated payment details ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443411294_82321559_image-20250523153632-230-1.png?width=2048&height=1273&name=1759443411294_82321559_image-20250523153632-230-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443413065_db71c90a_image-20250523153642-231-1.png?width=2048&height=1273&name=1759443413065_db71c90a_image-20250523153642-231-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443414711_7585b65f_image-20250523153651-232-1.png?width=2048&height=1273&name=1759443414711_7585b65f_image-20250523153651-232-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443416555_9c6938bf_image-20250523153702-233-1.png?width=2048&height=1273&name=1759443416555_9c6938bf_image-20250523153702-233-1.png) > Use this if you want to be sure the new payment method is tied specifically to a membership. --- ### Option 3: During a new sale 1. Go to **Payments \> New Sale** 2. Add a product, package, or membership to the cart 3. Select the **client** 4. Choose **Card/Bank** as the payment method 5. Scroll down and click **Edit** in the payment section 6. Update the payment info and complete the transaction ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443418468_824b0c21_image-20250523153712-234-1.png?width=2048&height=1273&name=1759443418468_824b0c21_image-20250523153712-234-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443420433_b1ccd772_image-20250523153721-235-1.png?width=2048&height=1273&name=1759443420433_b1ccd772_image-20250523153721-235-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443422330_efec810c_image-20250523153731-236-1.png?width=2048&height=1273&name=1759443422330_efec810c_image-20250523153731-236-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443423654_cbef99d9_image-20250523153745-237-1.png?width=2048&height=1273&name=1759443423654_cbef99d9_image-20250523153745-237-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443425432_ef1d8575_image-20250523153755-238-1.png?width=2048&height=1273&name=1759443425432_ef1d8575_image-20250523153755-238-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443426980_e2ce3cab_image-20250523153808-239-1.png?width=2048&height=1273&name=1759443426980_e2ce3cab_image-20250523153808-239-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443428660_3fe1fc13_image-20250523153822-240-1.png?width=2048&height=1273&name=1759443428660_3fe1fc13_image-20250523153822-240-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443430497_b2bd668c_image-20250523153832-241-1.png?width=2048&height=1273&name=1759443430497_b2bd668c_image-20250523153832-241-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443432301_0691e109_image-20250523153847-242-1.png?width=2048&height=1273&name=1759443432301_0691e109_image-20250523153847-242-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443433820_25b8195a_image-20250523153857-243-1.png?width=2048&height=1273&name=1759443433820_25b8195a_image-20250523153857-243-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443435105_57303070_image-20250523153908-244-1.png?width=2048&height=1273&name=1759443435105_57303070_image-20250523153908-244-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443436671_d545996a_image-20250523153917-245-1.png?width=2048&height=1273&name=1759443436671_d545996a_image-20250523153917-245-1.png) > Tip: You can also collect a digital signature during this flow if needed. --- ## Expected outcome You’ll have successfully updated your client’s payment method, and all future billing will be processed using the new card or account. --- ## FAQs **Q: Can I store both a card and a bank account?** A: No — CORE supports one active payment method per client at a time. **Q: Will this update all linked memberships and packs?** A: Yes — once updated, the new method will be used for any linked active services. **Q: Can the client update their card from the app?** A: Not currently — only staff can update payment details from the admin side. **Q: What should I do if the credit card information is not being saved?** A: Confirm with the payment gateway if there is any naming rule in their payment page that is not allowed e.g. apostrophe, special characters. --- **Still need help?** Reach out to our support team via [support@hapana.com](mailto:support@hapana.com) - [Member Management](https://support.hapana.com/member-management?hsLang=en#main-content) - [Account Settings](https://support.hapana.com/member-management?hsLang=en#account-settings) - [Client Accounts](https://support.hapana.com/member-management?hsLang=en#client-accounts) - [Edit Profile](https://support.hapana.com/member-management?hsLang=en#edit-profile) - [Retail Configurations](https://support.hapana.com/member-management?hsLang=en#retail-configurations) - [Other](https://support.hapana.com/member-management?hsLang=en#other) - [Schedule](https://support.hapana.com/member-management?hsLang=en#schedule) - [Client Page](https://support.hapana.com/member-management?hsLang=en#client-page) - [General](https://support.hapana.com/member-management?hsLang=en#general) - [Reporting](https://support.hapana.com/member-management?hsLang=en#reporting) - [Retail Dashboard](https://support.hapana.com/member-management?hsLang=en#retail-dashboard) - [Team Settings](https://support.hapana.com/member-management?hsLang=en#team-settings) - [Hapana Member Access Control (MAC) Doors](https://support.hapana.com/member-management?hsLang=en#hapana-member-access-control-mac-doors) - [Cash Drawer](https://support.hapana.com/member-management?hsLang=en#cash-drawer) - [Marketing Solutions](https://support.hapana.com/marketing-solutions?hsLang=en#main-content) - [App](https://support.hapana.com/marketing-solutions?hsLang=en#app) - [Contacts](https://support.hapana.com/marketing-solutions?hsLang=en#contacts) - [Marketing](https://support.hapana.com/marketing-solutions?hsLang=en#marketing) - [Conversations](https://support.hapana.com/marketing-solutions?hsLang=en#conversations) - [Settings](https://support.hapana.com/marketing-solutions?hsLang=en#settings) - [Automations](https://support.hapana.com/marketing-solutions?hsLang=en#automations) - [Branded Solutions](https://support.hapana.com/branded-solutions?hsLang=en#main-content) - [Branded App](https://support.hapana.com/branded-solutions?hsLang=en#branded-app) - [Branded Kiosk](https://support.hapana.com/branded-solutions?hsLang=en#branded-kiosk) - [Hapana Hub](https://support.hapana.com/hapana-hub?hsLang=en) - [Website Embed Widgets](https://support.hapana.com/website-embed-widgets?hsLang=en) - [About us](https://hapana.com/about-us/) - [Careers](https://hapana.com/careers/) - [Contact us](https://hapana.com/contact-us/) - [Privacy policy](https://hapana.com/privacy-policy/) - [Terms & conditions](https://hapana.com/terms-and-conditions/) [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png "email-logo.png")](http://hapana.com?hsLang=en) Copyright © 2025, Hapana