Only 'Supervisor'-level admins can update payment information on behalf of donors, as long as they are given a valid method of payment to enter.
Step 1: Navigate to 'Fundraising Pages'
From your 'Donor Management' Dashboard, click 'My Tools' in the upper right corner of the page and select 'Fundraising Pages' from the drop-down list.
Step 2: Search for your donor
When you are brought to your 'My Campaigns' page, click the 'People' tab towards the top of the page and select 'Donors/Fundraisers'.
On the next page, please begin typing the name or email address of the donor whose donation you are trying to cancel. Names should auto-populate in a drop-down menu, and you can select the appropriate donor from that list.
Step 3: Navigate the donor's profile
Selecting the donor's name from the drop-down list will bring you to their 'Donor/Fundraiser' page.
Step 4: Navigate to the donor's 'Billing Information'
Scrolling down, you will find the 'Billing Information' section on the left side of the page. Click the 'Replace Existing' button to be taken to the page where you can update these details.
Step 5: Edit the donor's 'Billing Information'
When ready, update the payment details on the 'Billing Information' page.
Once you have finished updating the donor's payment information, click the 'Save & Exit' button in the upper right corner of the page.
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