How to View and Manage a Donor’s Payment Method on File

This guide explains how to find and manage a donor's payment method on file within WeGive.

How to View Payment Methods on File for a Donor

1. Go to the Supporter Record

   • Navigate to the supporter record by searching for their name in the Supporters section.

2. Click on the "Related" Tab

   • Once inside the supporter record, select the "Related" tab.

3. Scroll to the Payment Methods Section

   • Locate the Payment Methods section to view any payment methods associated with the donor.

4. Review or Delete Payment Methods

   • The listed payment methods show what is currently on file.
   • Click the ellipsis (⋮) menu next to a payment method to delete it if needed.
     
     

Viewing Payment Methods on Transactions

To see which payment method was used for a specific transaction:

1. Go to the Transaction Record

   • Open the donor's transaction history and select the relevant transaction.

2. Scroll to the "Transaction Details" Section

   • The Payment Method field will display the payment method used for that transaction.

Viewing Payment Methods on a Recurring Plan

To see which payment method is associated with a recurring donation:

1. Open the Recurring Plan Record

   • Navigate to the donor's recurring plan under their supporter record.

2. Scroll to "Transaction Details"

   • The Payment Method field will display the payment method used for the recurring plan.

Changing a Payment Method on a Recurring Plan

1. Click "Edit" on the Recurring Plan

   • Inside the recurring plan details, click the Edit button.

2. Select "Payment Method"

   • Click on the Payment Method field.

3. Add a New Payment Method

   • Enter the new payment details and save the changes.

By following these steps, you can easily view, manage, and update a donor’s payment method on file.