PSG - Donors Action: Editing/Deleting a Donor's Payment Method
How to edit or delete a donor's payment method
- Go to the Donors tab.
- Locate the donor record and select the Action button.
- Select the option for Payment Profiles.
- 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.
- You may now select done.
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