Changing the payment method for AutoPay enrollments

This article covers changing the payment method associated with an active AutoPay enrollment and modifying existing payment methods.

Changing the payment method for an active enrollment

Do the following to change the payment method for an active enrollment:

1. Navigate to the member or donor's account page.
2. Do one of the following:
   • Update a membership enrollment: Click the Membership tab.
   • Update a donation enrollment: Click the Giving tab.
3. In the Payment option drop-down, select an existing payment method, or choose to Add a new payment option.



4. Enter the required information for the new payment method and Choose another address if the new payment option has a different address.



5. Save the enrollment. The selected payment option is now associated with the recurring enrollment and will be used for future payments.

Changing the payment method for recurring membership renewals from the cart

Members and staff users can update a recurring membership payment method directly from the Cart.

When the recurring membership dues are added to the Cart, two payment options are presented:

• Pay only this renewal with the selected payment method – This option pays the current renewal with the newly entered payment method. All future renewals will continue to use the existing payment method.
• Pay this renewal and future renewals with the selected payment method – This option pays the current renewal with the newly entered payment method and is used as the payment method for all future recurring membership renewals.

Modifying existing payment methods

Payment methods can be updated from the contact's account page.

Important! The Global Payments and Stripe gateways do not support updating an existing payment method for an AutoPay enrollment. Review Modifying an existing AutoPay payment method when using the Global Payments or Stripe gateway to fully understand how to work with this limitation.

To edit an existing payment method, do the following:

1. From the contact profile page, click the Preferences tab.
2. From the Saved payment options panel, select the payment option you wish to modify and click the edit icon.



3. Modify the payment option by changing the Name on card, Expiration date, or address details.



4. Click Save & Close. Recurring enrollments associated with the payment option will now use the updated details.

Payment options cannot be deleted if they are associated with at least one active recurring enrollment. Once a recurring enrollment is cancelled, and it was the only enrollment associated with the payment option, then the payment option can be deleted from the Saved payment options list.

Note: ACH/direct debits cannot be edited. To associate a new ACH/direct debit with a recurring enrollment, a new ACH/direct debit account must be added, then the recurring enrollment updated with that new payment option. The old ACH/direct debit account can then be disabled.