The following fields for an existing recurring gift can be edited:
- Payment Method
- Name on the Card
- Expiration Date
- CVV Code
- Billing Address
All other changes (frequency, fund, or amount) will require the donor to delete the recurring schedule and re-enter it.
Admins can change the Fund and Amount of a Recurring gift from the Admin Dashboard.
Once signed in to the giving page, select SCHEDULED
To edit the saved Payment Method, select the Pencil to the right of the schedule.
The Edit Recurring Screen will appear – select the drop-down to change the payment method for the recurring donation, then press Save Payment Method.
A new Payment Method can be added on this screen as well:
Clicking on the + ADD PAYMENT will open My Account Menu:
From this screen, an additional payment method can be added or an existing payment method can be edited.
To edit an existing Payment Method, select the Pencil to the right of Name on card:
The Edit Payment Method Screen will pop up.
Adjust the NAME ON CARD, EXPIRATION Date, CVV2 code, and Billing Information. Once the fields have been updated with the correct information, click SAVE.