PSG Reports - Recurring Gifts: How to change the payment method on a recurring / scheduled Donation

How to change the payment method on a recurring / scheduled donation

  1. Go to Reports → Recurring Gifts:
    PSG_Reports_Recurring_Gifts.png

  2. In the Recurring Gifts list, select the action button → Payment Profiles
    DonorActionPaymentProfiles.png


  3. If the card you would like to use for recurring is already on file, select the card, then mark the box for Use this payment profile for the recurring.
    UseForGiftOf.png

  4. If the payment profile does not yet exist, you may add a new payment method by selecting + Add new payment profile.
    • Enter a new payment method and set it as the Default Payment Profile and then select Save Card (Bank Account).
      AddPaymentProfile.png


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