Overview
ClubOS gives club administrators the ability to prevent staff from switching ACH (bank draft) members to credit card billing directly from Member Management. This is useful for clubs that want to manage payment processing costs by protecting their ACH member base from being moved to higher-cost credit card billing without administrative oversight.
When this restriction is enabled, staff members will only be able to add or update ACH payment information for members who currently bill via ACH. The Credit Card payment option will not appear for those accounts.
This restriction applies exclusively to recurring dues billing updates made through Member Management. It does not affect secondary credit card information used for Point of Sale or mobile purchases.
How It Works
When the Restriction is Enabled
When the Allow billing method changes for ACH customers preference is set to False, the following applies in Member Management > Billing > Change Payment Information:
- ACH billing members: The Credit Card payment option is not available. Staff may only add or update ACH (bank draft) payment information for these accounts.
- Credit Card or Statement billing members: No change. Staff may add or update credit card payment information as normal.
- Paid-in-full members: No change. Staff may add or update credit card payment information as normal.
- ACH and Statement options remain available according to existing rules, regardless of this setting.
- All existing user permissions for viewing and updating payment information (View EFT/CC Information, Change Payment Info) continue to be enforced as normal.
When the Restriction is Disabled
When Allow billing method changes for ACH customers is set to True (the default), staff may add or update credit card payment information for any member account by selecting the Credit Card option. Saving the new credit card information resumes automatic drafting via the updated payment method.
Client Admin and ASF System Admin Behavior
Client Admin and ASF System Admin users are not blocked by this restriction. They retain full ability to view, add, and update payment information for all member accounts.
When the preference is set to False and a Client Admin or ASF System Admin selects the Credit Card option for an ACH billing member, a confirmation dialog will appear:
"Client preference 'Allow billing method changes for ACH customers' is set to False. Please confirm to proceed."
Dialog options:
- Yes - Change Billing Method: Closes the dialog and loads the credit card information fields.
- No - Cancel: Closes the dialog without making any changes.
Enabling or Disabling This Feature
The Allow billing method changes for ACH customers preference is located in MyClubBusiness > Settings > Client Preferences > Member > Preferences.
| Setting | Behavior |
|---|---|
| True (default) | No restriction. Staff may update ACH members to credit card billing. |
| False | Restriction active. Staff may not update ACH members to credit card billing. Client Admins and ASF System Admins receive a confirmation dialog before proceeding. |
The following help text is displayed alongside the preference in MyClubBusiness:
"When set to False, members using ACH payment information for recurring dues billing cannot be updated to use a credit card payment method. Restriction does not apply for Client Admin users."
