Administrators can easily manage a donor’s saved payment methods directly from their Contact profile. This includes adding new cards, removing outdated ones, or updating the donor’s default payment method.
Follow the steps below to update any donor’s payment information.
Navigate to the Contacts Tab
From your Goodworld admin dashboard, go to Contacts in the main navigation.
Search for the Donor
Use the search bar to look up the donor by name or email address.
Click on the donor’s name to open their profile.
Open the Settings Page
Once on the donor profile, select the Settings tab.
This page contains their personal information, tags, and payment accounts.
Manage Payment Accounts
Scroll to the Payment Accounts section.
Here you can:
Add a New Payment Method
Click + Add payment method
Enter the required card details
Save the new payment method
(Optional) Set the new card as Default if needed
Remove an Existing Payment Method
Click the three-dot menu next to the saved card
Select Remove
Confirm the removal
If you have questions about Donor Payment Methods, schedule a support call with our success team.