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How do I manage the contributions for the new payment source?

It's your responsibility to make sure the contributions affected by your payment source change are paid on time.

You’ll need to separate the contributions for both the old payment source and the new payment source and pay both amounts in their corresponding schedules.

Please note that making a payment source change doesn’t make you exempt from making contributions for the pay period containing the source change. You’ll still need to make sure you meet your legal duties for your members.

You can use an exception schedule to make sure you’re paying across the contributions that may not be covered in a regular contribution schedule. Please see How do I create an exception schedule? for more information about using exception schedules.

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