PSG - Donors Action: Editing/Deleting a Donor's Payment Method

How to edit or delete a donor's payment method

  1. Go to the Donors tab.
  2. Locate the donor record and select the Action button.
  3. Select the option for Payment Profiles.
  4. Select the payment method you with to edit.
    • To delete the payment method select the option to delete card or delete bank account
      • Note: if you delete a payment method, you may still see it until you log out of your account and log back in.
    • to edit the payment method select the option to edit card or edit bank account.
  5. You may now select done.  
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