Edit Payment Information

You can edit payment information for a pledge. For example, if a constituent did not select to process payments automatically for a pledge, but later decides to do so, you can configure the automatic payment. You can also edit this information to change automatic payment information after it is entered.

1. On the revenue record of the pledge with payment information to edit, select the Details tab.

2. On the action bar of the Payment information frame, select Edit. The Edit payment method details screen appears.

3. For a pledge, to make the payment automatic, select Pay automatically by and select whether to automatically pay the revenue by credit card or direct debit.

   In order to process direct debit payments in euros from a constituent with a bank account which uses the "Europe (SEPA)" banking system, the organization must have a signed SEPA mandate on file from the constituent which authorizes the organization to draw funds from the constituent's account. In the Mandate field, which appears when you add any type of revenue or a pledge for a constituent with a payment method of direct debit, select an existing mandate for the constituent or select Add to add a new one. For more information, refer to Add a SEPA Mandate.

   If you edit the payment information, you can also edit the SEPA mandate information, if needed, such as to update the signature date or manually update the mandate status.

4. Enter information about the credit card or direct debit account used to pay the pledge.

5. To save your changes, select Save.