From time to time it will be necessary to update the payment details recorded against a regular gift. For example, a supporter might be issued with a new credit card.
Doing this requires two separate steps.
- Create a new payment source against the contact or account
- Replace the payment source on the regular gift record with this new payment source
First, locate and open a Contact or Account associated with the Regular Gift and navigate to the Related tab.
Scroll down to Payment Sources.
We can see the current payment sources listed against the contact. In this case, we need to create a new payment source. Click on the New button.
This will open a new window in titled Select Record Type. We need to select what payment type the new payment source is going to be for. Here we’re going to use a Credit Card payment type.
Click Continue to proceed to the Payment Source window. Enter the details including the Card Name, Card Number etc. before clicking the Save button.
Once completed the system will show you Details of the Payment Source it has created.
You can click on the Contact or Account link on this record to return to that contact or account. Now, we want to locate the Recurring Donation. This will be in the Recurring Donation section.
Select the opportunity you wish to edit; this will open the Opportunities window.
Scroll down to the Payment Information section and locate the Payment Source field.
Click on the small pencil to edit the payment source.
Select the Payment Source you created and Save the recurring donations opportunity.
This will update the Payment Source against the master opportunity, as well as update the payment source in any related gift opportunities that are still open.
See the next section to see how to replace a payment source for just an individual gift.