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Managing your payment methods is an integral part of the giving online process. You can delete a card that is about to expire, add a new card, edit an incorrect payment method, or update your payment description.

 To add a payment method
  1. Point to Giving, then click Manage Scheduled Giving.
  2. Click Manage Payment Methods on the right side of the page.
  3. Click Add Payment Method.
  4. Enter the new payment method information.
  5. Click Submit Changes.
 To edit a payment method
  1. Point to Giving, then click Manage Scheduled Giving.
  2. Click Manage Payment Methods on the right side of the page.
  3. Click Edit for the desired method payment.
  4. Make the necessary changes to the payment method.
  5. Click Submit Changes.
 To update the payment method description
  1. Point to Giving, then click Manage Scheduled Giving.
  2. Click Manage Payment Methods on the right side of the page.
  3. Click edit beside the description you want to update.
  4. Make the desired changes.
  5. Click update.
 To delete a payment method
  1. Point to Giving, then click Manage Scheduled Giving.
  2. Click Manage Payment Methods on the right side of the page.
  3. Click Delete for the desired method payment.
  4. The payment method is removed from the program.


Manage Recurring Gifts displays at the bottom of each payment method associated with recurring gifts. The total number of gifts associated with the payment method displays also.

To review and manage the recurring gifts, click Manage Recurring Gifts.

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