How do I change a member’s payment source?

On your Nest home page select either ‘Contributions’ or ‘Manage contributions’.

Click the Edit/Pay arrow on the contribution schedule that covers the date you want the payment source change to take effect.

You can search the member by entering their Last name, NI number or Alt.ID. Once you’ve found the member click ‘Options’. If you need to move all the members in a contribution schedule, you’ll need to complete the same process for each of them.

Under Contribution options for this period select ‘Transferring member to a different payment source’. You’ll need to enter the date you want the payment source change to take effect and the payment source you want the member to move to. You can enter the contribution amount as zero.

Please note, the effective date you choose needs to be covered by the schedule you’re using. You’ll also need to include contribution amounts for the old payment source if applicable.

Click ‘Save changes’. Once you’ve validated all members in the schedule you can click ‘Submit schedule’. It can take up to 15 minutes for the new schedules to be generated once the payment source is changed.