--- title: How to Enter BSB, CC, or Upfront Payment description: upfront payment hapana --- [Skip to content](https://support.hapana.com/kb/article/712#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 Enter BSB, CC, or Upfront Payment ## Overview Need to update a client’s payment info? Whether it’s a new credit card or a different bank account, you can easily make the change from the client’s profile in CORE. This keeps billing running smoothly and avoids failed payments.   🎥 **Watch the walkthrough**: [Click here to watch on Loom](https://www.loom.com/share/6e359753d95d41ef9dedd53fa7aaa7bc) Or preview it below:   ## Prerequisites Before you begin: - You need **admin or staff access** to the **Client dashboard** - The client must already have a profile in the system - Make sure you have the **new card or bank info** on hand --- ## Step-by-step instructions ### Step 1: Find the client 1. Go to the **Clients** section from your top navigation 2. Use the search bar to find the client by name (e.g., “Linda Jones”) 3. Click on their name to open the client profile ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445105041_a92b3eb8_image-20250527153757-62-1.png?width=2048&height=1273&name=1759445105041_a92b3eb8_image-20250527153757-62-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445106647_5583ad91_image-20250527153805-63-1.png?width=2048&height=1273&name=1759445106647_5583ad91_image-20250527153805-63-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445108240_451fc759_image-20250527153816-64-1.png?width=2048&height=1273&name=1759445108240_451fc759_image-20250527153816-64-1.png) --- ### Step 2: Open the payment settings 1. On the client profile, look for the **orange card icon** that says **“View/Change Card”** 2. Click that icon to manage their payment method ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445109742_48987344_image-20250527153827-65-1.png?width=2048&height=1273&name=1759445109742_48987344_image-20250527153827-65-1.png) --- ### Step 3: Edit and enter new payment info 1. Click **Edit** 2. A new screen will appear based on your payment gateway 3. Enter the new **credit card** or **bank account** details 4. Click **Save** ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445111636_3dfd130a_image-20250527153838-66-1.png?width=2048&height=1273&name=1759445111636_3dfd130a_image-20250527153838-66-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445113291_01552fc9_image-20250527153847-67-1.png?width=2048&height=1273&name=1759445113291_01552fc9_image-20250527153847-67-1.png) > 💡 Tip: Some gateways may give you a choice between credit card or bank — just pick what works best for the client. --- ## Expected outcome The new payment method will be saved to the client’s file and used for all future billing. You’re all set! --- ## FAQs **Q: Will this overwrite their old payment method?** A: Yes — the new one replaces the old by default. **Q: What if the screen to enter payment doesn’t pop up?** A: Check if your payment gateway is appropriately integrated or contact support for help. **Q: Can I store both a credit card and a bank account?** A: Most setups only use one active method per client — either card or bank, not both. --- **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