- 16 Jul 2024
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Changing Credit Cards on Future Payments
- Updated on 16 Jul 2024
- 1 Minute to read
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Changing CC on Single Payment
To change the credit card set for a single payment:
Go to the payment on the person’s account.
Select the payment so it opens with more details on the right-hand side.
Select the credit card listed under Method and the screen will open up, letting you edit the information.
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Use the
drop-down arrow next to the credit card to choose another card or add a new card.
Select
to save your change.
Changing CC on Installment Plan
To change the credit card on a series of future payments, you can follow the steps above to switch the payments one at a time or you can do as follows:
Go to the Credit Card screen.
Either by selecting
from the account screen (top right next to Create Pledge button).
Selecting
when editing a credit card from a future payment.
Select
located at the end of the credit card that has the scheduled future payments on it.
Choose
from the drop-down menu.
The Transfer Payments screen will pop-up, listing all the future payment set to charge on this card.
Select a new credit card or add a new one using the
drop-down arrow on the Replacement Credit Card field.
Scroll to the bottom of the screen.
Select
to complete.
Changing CC on a Recurring Pledge
To change which credit card should be billed for a recurring pledge:
Go to the account with the recurring pledge.
Open the recurring pledge.
Select the Pledge or Payment with the
recurring symbol.
Select the green gear next to Recurring Schedule on the top of the sidebar.
The Recurring Schedule will pop up on top.
Change the card using the
drop-down arrow on the Credit Card field.
Select
when done.