You must have the appropriate permissions to view agency invoices and membership billing and to create payment profiles in the South Carolina MemberHub. Contact our Director of Communications or Member Services if you need access.

See also our MEMBERHUB page for instructions on navigating the site, viewing/updating branch locations and individuals associated with the agency.

How to setup a payment profile  (Credit Card)

1. Whenever you pay an invoice you have the option to save the payment method for future use, or you can set one up directly in the MemberHub using the "Autopay & Billing" tab of the "My Billing Info" section.
   
   
2. Click the blue "+" button on the top right of the "PAYMENT PROFILES" list on the "Autopay & Billing" page.
   
   
   
3. Add Payment Profile window will pop up. Be sure to select whether you want to associate the payments with your individual or business profiles and that it is a CREDIT CARD in the Payment Profile Type.
   
   
4. Enter card details including credit card number, expiration date and CVC number.
   
   
5. You have the option to select billing items you would like the card to automatically pay when that type of invoice is generated, for example, member dues renewals and event registrations.
   
   
6. Save and create payment profile by clicking the blue "Done" button.
   

HOW TO SET UP A PAYMENT PROFILE   (Bank Draft)

1. Whenever you pay an invoice you have the option to save the payment method for future use, or you can set one up directly in the MemberHub using the "Autopay & Billing" tab of the "My Billing Info" section.
   
   
   
2. Click the blue "+" button on the top right of the "PAYMENT PROFILES" list on the "Autopay & Billing" page.
   
   
   
3. "Add Payment Profile" window will pop up. Be sure to select whether you want to associate the payments with your individual or business profiles and that it is a US BANK account for draft payments in the Payment Profile Type field.
   
   
4. The quickest way to add a bank account is to enter your email address and full name and search for your bank.  You will be directed to Stripe app and form. If your banking institution is listed for use then you simply need to select it from the list and enter your account username and password.
   
   
5. If you do not want to use Stripe, or your banking institution is not listed, then you can add it manually by clicking the "Enter bank details manually instead..." link and you must enter the Routing Number, Account Number and then enter the Account Number a second time as confirmation.  Click purple Submit button.
   
   Using this method requires the account to be verified, meaning two small deposits will be made to and then debited from your bank account and you will need to later go back into your profile to enter those amounts into the Payment Profile form to verify the account.
   
   
   
6. In setting up the new payment profile you also have the option to select billing type items you would like to be automatically charged to the account when that type of invoice is generated, for example member dues renewals or event registrations.
   
   
7. Save and create payment profile account by clicking the blue "Done" button.

HAVING TROUBLE ADDING PAYMENT ACCOUNTS?   
Please email Anita Trevino if the options are not displaying as discribed in the instructions so we can report the problem ASAP.  We will not need any of your payment account information but we do need to know the agency name, individual user name and whether you are trying add from the invoice or through the Member InfoHub.  Please also send screenshots if possible.

How to access Membership Info

1. Access membership info from the "Autopay & Billing" tab of the "My Billing Info" section.
   
   
2. Your current membership level will display in the Membership Billing list.  Contact Member Services Director if membership level or billing contact needs to be updated. 
   
   
3. Click blue "Manage AutoPay" button if Payment Profile information needs to be added or updated and you want your membership to renew automatically. It is only required if you are paying in monthly installments, but it can be applied to annual payments as well.
   
   

How to access Dues Renewal Invoice 

1. Open dues renewal invoices will be listed in the Open Invoices list on the "Make a Payment" tab of the "My Billing Info" section. Using the blue "Action" button on the right, you can download a copy of the invoice or pay it directly using an existing payment profile or with new bank or credit card payment information.
   
   
2. Paid dues renewal invoices will be listed in the "Billing History" tab of the "My Billing Info" section. You should be able to distinguish them from other past invoices by the Details description. You can download a copy of the invoice with paid amount and date using the blue "Action" button.
   

How to apply Payment profile to Dues renewal invoice 

1. If you want to mark an existing payment profile to pay future member dues payments before dues renewal invoices have been generated, access membership info from the "Autopay & Billing" tab of the "My Billing Info" section and click the blue "Manage Autopay" button next to your membership information in the Membership Billing list.
   
   
   
2. Select the Payment Profile from the list and select "All membership items" option. Next Bill Date will be listed in the Membership Items.  
   
   Save and apply by clicking the blue "Done" button.
   
   
   
3. If you want to apply an existing payment profile to a dues renewal invoice that has already been generated for the upcoming year, then find the open invoice in the Open Invoices list in the "Make a Payment" tab of the "My Billing Info" section. Select "Enter Credit Card Info" from the blue "Actions" button and a payment window will open.
   
   Make sure that the correct invoice and Payment Contact is selected and select the Payment Profile you want to use from the Stored Payment Profiles list.
   
   Verify/Update the Payment Date and Amount and whether you want to be emailed a Payment Receipt.
   
   Finish the transaction by clicking the Blue "Done" button.