This article will walk you through the steps you need to take when a sponsor requests to change the payment type they use when paying for their sponsorship. 

For example, this could be changing to: 

• An Online Credit Card to An Offline Check Payment
• An Offline Check Payment to An Online Credit Card
• An Online Credit Card to a Different Online Credit Card

Any of these changes will need to take place from the Sponsorship Supporter Record.

• Go to the Supporter record
• Click on the Sponsorship History tab
• Find the Sponsorship you wish to Change the Payment Type for
• Click on the Pencil Icon > View Details

This will bring up the Sponsorship Supporter Record

How to Update An Online Credit Card to An Offline Check Payment#

If a sponsor wants to send a check instead of paying with a recurring online debit or credit card, you can simply Convert to Offline.

To do so, navigate to the Sponsorship Supporter Record. 

• Once there, scroll down to the Donations Actions Button > Convert to Offline

Once complete, you will see a ‘Supporter sponsorship was converted to offline.’ notice, and the record will show a payment type of Offline.

How to Update An Offline Check Payment to An Online Credit Card#

If a sponsor wants to pay with a recurring debit or credit card(online payment) instead of sending in a check(offline payment), you can simply Convert to Automatic Credit/Debit Card.

To do so, navigate to the Sponsorship Supporter Record. 

• Once there, scroll down to the Donations Actions Button > Convert to Automatic Credit/Debit Card.

• You will be taken to the Cart > click Checkout
• This will then take you to the screen to schedule the recurring donation 
• Click Create
• In the next screen, select your payment method and click Use Payment Method for your donation to be processed
• Once processed, you will be shown a ‘The donation was successful’ notice
• From the supporter’s Donations screen, confirm that the recurring donation is set for the amount and date intended

How to Update An Online Credit Card to a Different Online Credit Card#

If a sponsor use a different credit card for the online recurring donation, you can simply update to a different card.

To do so, navigate to the Sponsorship Supporter Record. 

• Once there, scroll down to the Donation Payment Method listed.
• Click on the Change Payment Method button. 

This page will list the other available cards in the supporters account.

• Select Use This Payment Method on the card you wish to use. 
• If you are adding a new card, click Add New Payment Method.
• On the next details screen, check the box at the top – Update All Recurring and Scheduled Donations
• Click Submit
• From the Sponsorship Supporter record, confirm that the new payment method is listed.

Note: If you are updating payment information for a recurring sponsorship payment that has failed, once the donor’s payment information has been updated, one payment will be processed that night for one missed payment​, then the​ recurring donation will begin to process properly again​ on the next recurring donation date.

For more information on how to add payment methods for your supporters, refer to our Updating Payment Information article.