How do I update a stored account?

To update a donor’s stored Accounts you will first need to search for the Profile:

1.  Click on “Profiles” at the top of the screen

2.  Click on “Find a Profile” on the left-hand side menu

3.  Enter the First OR Last name of the donor and hit ENTER

4.  Click the pencil icon next to the donor’s Profile you need to edit:

5.  Click on the “Accounts” tab within their Profile

Profile-Accounts

 

6.  From here you can add the new Account.  Click on either “Add Debit/Credit Card” or “Add eCheck”

7.  Enter the new account information and save your changes.

8.  Now that you have entered a new account, if you need to remove a stored account you may do so by clicking the red “X” next to the account you want to remove:

Profiles-Accounts-Delete

 

add a stored account , change a stored account , delete a stored account , add a stored account? , change a stored account? , delete a stored account? 

    Did this article answer your question?

    How can we improve this article?

    Your Name (optional)

    Your Email (optional)