Please note that you cannot delete a payment account tied to a scheduled donation. You will need to cancel or edit the schedule to come out of another payment method before you will be able to delete a payment method. Deleting a payment account does not affect an existing schedule. It only removes it as an option to be used for new donations.
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From the Welcome to CDM+ window, click on Donor Records.
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In the Donor Records window, setup a find to search for the donor. Then, click to highlight their record and click on the Engage tab.
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Click the Donor's name on the right-hand side and you'll see the Payment Methods option appear. Click Payment Methods.
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Choose if you need to delete a Credit Card or Bank Account and then click on Delete next to the saved payment method.
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You'll see a pop-up message asking if you are sure you want to delete this payment method. Click on Delete.
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You'll then receive confirmation that the payment method has been deleted, click on OK.
