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We collect an account number from the user when they sign up for recurring payments. We had a guy submit the wrong account number and we need to get it changed. I can't seem to find a screen that will allow me to do that. Please advise.
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Good day mbrew22
As this message is in the Checkout Pages, I am assuming this has been done on a regular checkout page. The feature is available in Connect so please go in Connect & update the recurring information.
Here is an article that may help: http://help.clickandpledge.com/custo...urring-payment
Please let us know if we can be of more help.Regards,
Click & Pledge Support Department
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That allows me to change payment info but I can't seem to change the question info.Comment
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Good day!
Sorry but many aspects of the recurring are not editable as they had been entered by the patron.
Only the credit card, email, and address may be changed as the billing information may change. If you wish to redo the transaction you may cancel the recurring and using the virtual terminal in Connect process it again using the card on file feature.
Hope that helps.Regards,
Click & Pledge Support Department
On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange
Join us @ the educational webinars: https://clickandpledge.com/webinars/
Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpCComment
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