CRM - Payment Options

How do I add or update constituent payment information
Go to the payments options tab on the constituent record.  This will show payment methods and allow you to add or delete payment methods.  See article attac...
Tue, Jan 24, 2017 at 9:02 AM
How do I add or update a recurring donation
To add a new donation or recurring donation, go to the gift tab of the constituent, select the online donation form from the dropdown and click Add Donation...
Tue, Jan 24, 2017 at 9:02 AM
How do I update the payment method on an existing pledge?
To update the payment method on an existing pledge, go to the Gift tab for that constituent and edit the pledge.  Select the new payment method from the Pay...
Tue, Jan 24, 2017 at 9:03 AM