Updating Credit Card Info Recurring Donation

[jasonleming]

One of our donors needs to update their credit card method on a recurring donation. Is there an easy way for them to do that, or do we need to cancel the recurring donation completely and have them set it back up again? Or can we make the change for them in Salesforce or in the admin portal?

[CnP.Support]

Good day!

Please see: http://forums.clickandpledge.com/con...urring-Payment

You don't need to cancel the recurring transaction. Simply login to the Connect admin page and update the credit card.

The patron cannot currently update their own credit card information.

Please let us know if we can be of any further assistance.

[gorgefriends]

Has this been changed yet? It is really quite a waste of time to deal with the volume of people updating credit cards when they should be able to do it themselves.

[CnP.Support.AM]

Good day @gorgefriends

Not yet. You can request that as a suggested feature in our Ideas and Suggestions' group: https://forums.clickandpledge.com/forum/platform-product-forums/new-ideas-suggestions

[Hebahs]

Hello, I need to change the email address associated with our donors Billing Information.

Her email address in Salesforce under her profile is correct, however the billing address has a different email that needs to be changed. How do I get to that page?

I don't see her billing details in SalesForce, and on C&P I see totals but not names of specific donors.. please advise where to find. Thanks!

[CnP.Support.AM]

Good day @Hebahs

If it is a recurring transaction, you can edit/update the recurring in Connect and change the email address of the donor: http://help.clickandpledge.com/custo...ng_transaction

However, in case of a one-time donation, there is NO option to update the email in Connect. You can update the donor record in Salesforce.