Reassigning a Donor's Payment Method | Scribe

    Reassigning a Donor's Payment Method

    • Malmi Senaweera |
    • 20 steps |
    • 2 minutes
      1
      Navigate to [https://donations.idonate.com/donor/](https://donations.idonate.com/donor/)
      2
      Open the donor's record in GMS Next, and make note of their default payment method ID.
      3
      Click on the donor's recurring schedule.
      4
      Scroll to the bottom of the recurring schedule window to investigate. In this donor's case, their recurring schedule failed due to "Restricted Card." So, they added a new payment method to their account through the DSS Portal.
      5
      Open the payment method currently associated with the recurring schedule.
      6
      Make note of the payment method ID currently associated with the recurring schedule. As you can see, it is not the same as the donor's default payment method.
      7
      You can also view when the payment method was created, last updated, and when it expires.
      8
      Go back to the donor's profile, and click on the user.
      9
      Click "view all" next to "Audit Log"
      10
      We can see the donor added their default payment method on 9/20/2022. This is the last step to confirm the donor's correct and most recent payment method.
      11
      The new payment method ID matches the default, so we will need to assign the payment method "e0f28e05-4fe2-abd9-07b4c2d16eb3" to the donor's recurring schedule.
      12
      Go back to the donor's record and copy their default payment method ID.
      13
      Open their recurring schedule.
      14
      Click "Edit Schedule"
      15
      Remove the payment method ID from the Payment Method field.
      16
      Paste their default payment method ID in the "Payment Method" field.
      17
      Click "Submit" to save changes.
      18
      Click the payment method link in their recurring schedule window.
      19
      Confirm the ID matches the default payment method ID.
      20
      external-screenshot