How to Add, Edit, or Delete a Payment Account for a Donor

Deborah Adams -

To Add a Payment Account

Search for the donor under the Donor tab and click on Edit.

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Next click on Account Information from the left-hand side menu and then click on Add.

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Choose the Account Type and click on Save.

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Next fill in the details of their payment account and click on Save or Save and Add a Donation to be taken to the E-Donation screen.

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 To Edit a Payment Account

From the Account Information menu, highlight the account you wish to edit and click on Edit.

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Edit the necessary changes, such as the expiration date, and click on Save.

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To Delete a Payment Account

From the Account Information menu, highlight the account you wish to delete and then click on Delete.

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