PSG Reports- Auto-Donations: How to change a payment method on a recurring/scheduled donation

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

  1. On the side-bar menu, click Reports → Auto-Donations
  2. Type the donor's last name in the search bar
  3. Next to their scheduled gift, click Action → Payment Profiles
  4. Select the check-box next to the payment method you wish to use

 

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