Add a Managed Account Payment Method
This article provides steps to add a managed account Payment Method for a donor’s managed account.
An Online Giving Administrator may want to add another payment method to a managed account for a donor’s managed account.
Steps to Add a Payment Method to a managed account:
1. From Giving go to Accounts.
2. Enter the donor’s name in the Search All Accounts field and hit enter.
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3. Click on the donor’s Managed Account to open the Account Detail screen.
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4. Click on Add Payment Method.
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5. Select the Payment Type. (bank account or credit card.)
For a credit card, enter the name on the card and the card number with the expiration month and expiration year.
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For a bank account enter the bank account type, (checking or savings) the routing number, and account number.
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6. Click on Save to process.
Check this out for more information on Managed Accounts.
Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.