Set Up Billing
2. Add a payment method when collecting online
To save a card for online collection, add a payment method to the member before creating a subscription:
Open the member’s profile and go to Billing → Payment Methods.
Select Add Payment Method.
Enter a label and select who is responsible for payment in Bill To.
Choose Email Link or Collect via Terminal. Both setup options collect card details.
Ask the payer to complete the secure payment-method setup. Confirm the method appears on the member’s profile before continuing.
If the member pays cash or by a method collected outside Kanri, you can skip saving a card and choose the matching payment arrangement on the subscription or invoice. Without a saved payment method, staff must use Invoice Now on an upcoming subscription payment to create its invoice.

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