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How can I update a Recurring/Sustaining Donor's Credit Card
How can I update a Recurring/Sustaining Donor's Credit Card

How to update a donor's credit card for a recurring plan

Ashleigh Alldredge avatar
Written by Ashleigh Alldredge
Updated over a week ago

If you are not utilizing the Self-Service Widget and have donors call to update their credit card for their recurring/sustaining plan, you can update the information in the Enterprise Platform. In order to update the card information, please follow the below steps:

1. Enter in the Confirmation Code, Donor Email, or Donor Name in the search bar and click "search."

2. In the search results, click on the Donor Name.

3. This will bring you to the Donation Details page of that donation. To look at the Payment Schedule Details and update the information associated with the recurring donation, scroll down to Associated Payment Schedules and then click "Ongoing" within that section.

4. This brings you to the Payment Schedule Details page. To update the payment information, click "Edit" on the right-hand side of the Payment Information section.

5. Update the donor's credit card information and click "Save."

You have now updated the donor's credit card information!

If you have any questions, please contact

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