Updating a Credit Card on a Recurring Payment

You can request an update if you received notice that a credit card was declined or the constituent reaches out to update their credit card information. Please refer to this article "Updating a Constituent Credit Card" for instructions on getting the new card number entered by the constituent using Send Update Reques****t. You can also manually update the card number if you received the new credit card information from your constituent. From the Payment Options tab for that constituent, click on +Add credit cardto add a new card number.

Once the new card has been added or the constituent wishes to charge a different card that is already on file, it will be necessary to update the pledge.

• Go to the pledge from the constituent's Pledges Tab.
• Double click on any of the Due Amounts for that pledge.

• Go to thePayment Method drop-down and select the new card number.
• Click on the green Save button on the top or bottom of the page to save the change.
• Once the old card is no longer linked to any donations it can be deleted on the Payment Options tab.
• Deleting the old card will stop any Credit Card Expiration notification emails as well.