Admins can update a supporter’s payment information if their permissions allow managing supporter records. This includes adding new payment methods, updating recurring donations, and deleting old methods.

Note: If you are updating payment information for a recurring sponsorship that has failed, once the new payment information is saved, one missed payment will process that night. Subsequent recurring donations will resume on the next scheduled date. See Managing Failed Donations.

Updating a Supporter’s Payment Information (Admin)#

Option 1: From the Supporter List#

• Go to the Supporter module in your Admin Console.
• Locate the supporter and click Actions > Update Payment Information.

Option 2: From the Supporter Record#

• Under Payment Methods, use the pencil icon or click Details, then edit from there.

Adding a New Payment Method#

From the Payment Methods are, click + New.

In the Add Supporter Payment Method form, choose either Credit Card or Bank Account (availability depends on your payment gateway).

Optional settings:

• Make Primary Payment Method – sets this as the default payment method.
• Update All Recurring and Scheduled Donations – applies this payment method to all existing recurring donations.

Click Submit to save.

Update a single recurring donation or sponsorship#

• From the Supporter record, select the Donations tab and find the Recurring Donation needed
• From the Actions button select View Details
• Where you see the payment method listed, click the button to Change Payment Method
  • From the list of payment methods shown, click on Use This Payment Method to select the payment method to use.
    • Note: This can not be undone, the original payment information for the recurring donation will be deleted and can not be accessed. 
  • A confirmation message will be shown at the top of the page.

Deleting a Payment Method#

Admins#

• Payment methods cannot be deleted if they are currently used for a recurring or scheduled donation.
• To delete, first assign a new payment method to all recurring donations.
• Then, click the arrow at the top right of the old payment method and select Remove Payment Method.

Supporters#

• Supporters can manage their payment methods in the Donor Portal under Manage Payment Methods.
• If a payment method is currently in use for a recurring donation or set as primary, supporters must:
  • Update the recurring donation to use another payment method, or
  • Cancel the recurring donation, or
  • Set a different payment method as primary
• Only then can the original payment method be removed.