The benefit of editing a payment method is that if it is tied to a scheduled donation, you will not need to edit the schedule.
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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 either Credit Cards or Bank Accounts depending on the type of payment method and then click on Edit next to the existing payment method.
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On the next page, make the changes that you need and then click on Submit Changes.
Please note that you will only be able to edit a credit card if it is the same card type (ie Visa to a Visa). You will also need to enter in the full credit card number even if you just need to update the expiration date.
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You'll see a pop-up asking you to confirm that you want to edit the payment account. Click on Ok.
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You'll then see a pop-up message confirming the update was successful.
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