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How can I update a Recurring/Sustaining Donor's Billing Address
How can I update a Recurring/Sustaining Donor's Billing Address

How to update a donor's billing address for a sustaining 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 change the address associated with their credit card, you can update their billing address within the Enterprise Platform. To update a donor's billing address, 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 billing information, click "Edit" on the right-hand side of the Payment Information section.

5. Update the donor's billing address and then click "Save."

You have now updated the donor's billing address!


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