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Payment Methods

Create or edit a Supporter's payment methods

Blake Goldstein avatar
Written by Blake Goldstein
Updated over a week ago

Features in this article may not be included in every Funraise plan.

Payment methods are saved for a Supporter when they make a recurring Card or ACH transaction through a Giving Form. A Supporter's payment methods can be viewed and edited from the Supporter's profile.

You can also edit the payment method connected with each recurring Subscription.


Create a New Payment Method

Follow these steps to add a new payment method for a Supporter.

1. From the Supporter's profile > click Payment Methods

2. Click Add Payment Method

3. Enter details > click Save

Deleting a Payment Method

1) From the Supporter's profile > click Payment Methods

2) Click the 3-dot menu on the Payment Method you want to delete and select Delete Method

3) Type in "DELETE" to confirm you do want to delete the payment method

☝️ You can only delete payment methods that are not connected to an active subscription. You must first select a new payment method for any active subscriptions before being able to delete the old payment method.

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