Managing Your Recurring Payments and Accounts
Overview Updating Payment Method Payment Method Accepted Cancel a Recurring Transaction Update Transaction Information Find Expiring Accounts Donor's Portal Recurring Transaction PoliciesUpdating Payment Details
Note: Your User level must be "Administrator" to update credit card information.
Account Search
- From the main menu, go to Recurring Transactions.
- Search for an individual contributor by using the name fields on the left, or find all recurring contributors by selecting the recurring frequency from the "Recurs" drop-down field and click "Go."
- Make sure to delete any dates in the date range fields to ensure an accurate search!
- Click on the Transaction ID to see the detail page.
To update the payment method
- Go to the bottom of the page and click the link to "Add or Change Credit Card" or "Add or Change eCheck."
- For credit or debit cards, enter the full card number, security code, and expiration date and click "Verify Credit Card" if that option is present (Visa, Discover, MC). If the credit card information passes verification, click the "Save Changes" button to save the new information.
- For bank debits, enter the full routing number and the full account number. Click the "Save Changes" button to save the new checking information.
To update the expiration date, follow the instructions above but only enter the new expiration date and click "Save Changes." An updated security code is not required if the only change is to the expiration date.
Processing Missed Payments
If your donor has missed any payments that he wishes to make up, please notify GiveDirect at support@givedirect.org or 866-459-6420. We will be happy to process any missed payments.