Troubleshooting: Member Can’t Remove an Old Payment Method

Why This Happens (Root Cause)

In Yardi, a payment method cannot be deleted if it is currently set as the default payment method.
The system requires that a new default be established before the existing one can be removed.
This safeguard prevents a company from being left without a valid payment method for autopay or billing.

Common Symptoms

• “I’m trying to delete my payment method, but it says error.”
• “I can’t remove my bank account or card.”
• “It won’t let me delete my default payment method.”

How to Fix It (Action Steps)

Step 1 — Add a new payment method

Ask the member to add their new preferred payment method (Credit Card, Debit Card, or Bank Account) through the Your Studio App under the Invoices tab.

Step 2 — Set the new payment method as default

• Go to the Company Record in Yardi.
• Navigate to Billing > Payment Methods.
• Toggle between the three tabs (Credit, Debit, Bank Account) to find the new method.
• Check the Default box for the new method and click Save before leaving the page.
  Why: The system must have a valid default payment method before the old one can be deleted.

Step 3 — Remove the old payment method

Once a new default is set:

• Click the trash can icon next to the old payment method in Yardi,
  or instruct the member to delete it themselves in the Your Studio App under Invoices > Payment Methods.

If the Issue Persists

If the member still can’t remove the old payment method after setting a new default,
submit a Yardi Technical Issue ticket at help.yourstudio.com for further investigation.

Quick Summary

• Root Cause: A payment method can’t be removed if it’s set as default.
• Fix: Add and set a new default payment method, then delete the old one.
• System Behavior: Yardi prevents deleting a default payment method to ensure at least one valid billing source remains on file.

Tags

payment method, delete payment method, default payment, autopay, Yardi billing, member account