Navigate to [https://donor.idonate.com/login](https://donor.idonate.com/login)

Click "View all" under the Payments Methods section.

Click "NEW METHOD" in upper right-hand corner. 

Click "ADD BANK ACCOUNT" or "ADD CREDIT CARD" depending on the new payment method. 

Click the "I would like to update my payment address" if new payment method has a new address.

I would like to update my payment address

Donor will fill out all updated information as necessary. 

Click this box if the donor would like to make this their new default payment method.

Click "Yes, apply to all" to update all schedules to this new payment method. If not, click no. 

Would you like to use this payment methods for all of your recurring payments?

Press back and Click "View all" under the Recurring Donations section.

The new payment method should now show up on the recurring schedule(s).

Please note for ACH donations; the Bank account # will show blank. That is normal and is planning to be updated by our Product Team soon! 

If a donor would like to delete their old payment method, click "Edit".

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donor.idonate.com

This guide provides step-by-step instructions on adding and editing a payment method for recurring donation schedules on the iDonate platform. It outlines the necessary clicks and fields to navigate, making it easy for users to manage their payment methods efficiently.

How to Add and Edit a new payment method for Recurring Donations in the Donor Self-Serve portal.