Why can’t a donor edit a payment method?
Online Giving does not store credit card information for security reasons. However, a donor can edit an expiration date.
If a donor needs to edit the credit card number or bank account number(s), the donor should follow these steps:
1. Add the new payment method
2. Update the gift(s) to the new payment method
3. Delete the old payment method
The same steps can be followed by the admin for a managed account. An admin can Add a Managed Account Payment Method and delete a payment unless it is associated with one or more scheduled gifts, paused gifts, or payments,