PSG Admin - Auto-Donations: 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 → Auto-Donations:
    Reports_-_Auto-Donations.png

  2. In the Auto-Donations list, select the Action Button:


  3. From Action select the option for: Payment Profiles
     

  4. Select the option for Use this payment profile for the auto-donation on the desired payment profile if it is set up:


  5. If the alternate payment profile is not entered, you may add a new payment method by selecting + Add new payment profile


  6. You will then be able to enter in a new payment method and set it as the Default Payment Profile and Save Card/Bank Account:
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