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