How to Add a New and/or Delete a Payment Account

Julianne Manning -

*Please note, that if you have a recurring donation tied to a payment account, if you delete your payment account you will also delete your recurring donation. We would recommend that you add your new payment account and edit your recurring donation before you delete your previous payment account.

To Add a New Payment Account:

First, log in to your account. Then at the bottom right-hand side of the page click on Add Payment Account.

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On the next page fill out the details about your new payment account and click on Save.

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You will then receive a pop-up box letting you know your account has been successfully created. Click on Ok.

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To Edit your Recurring Donation to come out of your new Payment Account:

Click on Edit next to your recurring donation in the Scheduled Payments box.

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Then, on the next page use the drop-down arrow next to Account to select your new payment account and click on Save.

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You will receive a pop-up box that will ask you to confirm the details of your gift. Click on Submit Gift.

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You will then receive a pop-up box that tells you your schedule has been updated. Click on Ok.

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To Delete a Payment Account:

In the bottom right-hand side of the page, click on Edit next to the Payment Account you wish to delete.

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Then, on the next page click on Delete Card.

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You will receive a pop-up box asking if you are sure you want to delete that payment account. Click on Yes.

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You will then receive a pop-up box letting you know your payment account has been deleted. Click on Ok. You will also notice that the previous account no longer appears at the bottom right-hand side of the page.

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