You can easily update a donor's credit card (Visa, MasterCard, Discover, American Express) or bank (ACH routing and account number) payment information after a decline or when they receive a new payment method.
The Use Case
When a donor's donation fails, Kindful will automatically alert the donor of this transaction failure. They do have the ability to update their own payment information (article is linked above in the Overview section). However, most of the time you will find yourself as a part of this equation to update the payment information. Follow the easy-to-use steps below to see how to do this.
Updating Payment Info
To update a donor's payment method, head to their contact profile. Once there, click on the Payment Info tab across the top of the profile page.
Next, scroll to the Payment Methods section to find the payment method(s) that needs updating.
You have a couple of things you can update on an existing billing profile. You can change the billing address and also update the expiration date. To change the billing address, click on the Edit button within the Payment Method's block. Use the convenient option to copy the donor's address found on their profile if it is currently up to date.
Alternately, if you need to update the card's expiration date, click on the Update link found in red next to the "Expired" details.
The most common experience, though, is to fully Add a Payment Method. You can choose to Add a Card or Add a Bank Account. Doing this will require you have all of the details, including the credit card's CVV code.
Of Note: If you are updating a Payment Method that is tied to a Recurring Transaction, after adding the new payment method you will need to scroll to the Recurring Transactions section of the Payment Info tab and edit that particular recurring transaction to change the assigned billing profile.
Still have questions?
Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.