How to edit or delete a donor's payment method

1. From the Dashboard, go to the Donors tab.
   
2. Locate the donor record and select the Action button. Then, select the option for Payment Profiles.
   
   
   
3. Select the payment method you wish to edit.
   • To delete the payment method select the option to Remove card or Remove 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 and make the required changes
     

5. You may now select Close.  

April 17, 2023 19:39