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Update the Payment Method for a Payment Schedule

Updated this week

You can update the payment method for payment schedules of any type:

  • Recurring donations

  • Pledges

  • Memberships

Changes you make to the schedule apply to future payments. Previous payments remain on the constituent’s timeline.

Update the Payment Method

To update the payment method for a schedule:

  1. Go to the constituent's timeline.

  2. Click a payment for the recurring donation, pledge, or membership schedule.

  3. Click Recurring Donation Schedule, Membership Schedule, or Pledge. The original schedule opens.

    Link to the schedule

  4. Select a Method:

    • Saved Payment — Select a saved card, digital wallet, or EFT from the Saved Payments list.

    • Credit Card — Enter the information for a new card.

    • EFT — Enter the information for a new EFT.
      For a description of each payment method, read Payment Methods.

      Edit the schedule

  5. Click Save.

Change Other Information

You can change other information for a schedule or for an individual scheduled payment. For more information, read:

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