Add a Payment Method
Add a payment method to use for online gifts and event registration.
- Sign in to your Realm site.
- Click Giving in the main menu.
- In the column on the right, click Manage Payment Methods.
- Click Add Payment Method.
- Complete the fields, then click Save.
Update a Payment Method
Update a payment method that you use to give online or register for events.
- Sign in to your Realm site.
- Click Giving in the main menu.
- In the column on the right, click Manage Payment Methods.
- Click
and select Edit Account.
- Make any necessary changes, then click Save.
- Click Close.
Delete a Payment Method
Delete a payment method that you no longer use to give online or register for events.
Update a Payment Method to Complete Gift Migration
Review a migrated recurring gift, and update its payment method.