thankQ Help

Change Credit Card on Payment already Loaded into a Batch

Scenario: You have loaded all the credit card pledges that are due for the month and have found that some credit cards require updating/changing. If you reset the token on the payment form it DOES NOT update the pledge and if you update the pledge it doesn’t automatically update the payment as it is already loaded into the batch and will take on how the pledge was setup when loaded.

If you follow the steps above to update the pledge by resetting the token first and then the payment in the batch can be updated by following the steps below:

1.Locate the Batch that has the loaded pledges for credit cards

2.Locate the Payment that has the incorrect credit card details

3.Click Edit on the tool bar

4.Click on the Select Card button, which will give you a list of credit cards stored against this contact

5.Select the correct credit card, click OK

6.Refer to the section on how to remove old payment details from the Contact Bank and Credit Card details