FAQ Credit Cards on File
- Click on Guests & Registered Bidders in the dashboard Menu.
- Find the Constituent in either All Constituents or Guests and Registered Bidders.
- Click on the Edit Icon (Pencil) to the far right.
- Once the edit screen opens, click on the Payment Methods tab at the top of the page.
- The default card will be indicated by a Green Check Mark on the Payment Methods screen. To change the default card, click the check mark for an alternate card. IMPORTANT The default card will be the card the is auto-selected when running individual payments, or will be charged when running bulk payments. This can be adjusted at time of payment with individual payments, but NOT bulk payments.
- Click on Guests & Registered Bidders in the dashboard Menu.
- Find the Constituent in either All Constituents or Guests and Registered Bidders.
- Click on the Edit Icon (Pencil) to the far right.
- Once the edit screen opens, click on the Payment Methods tab at the top of the page.
- Select Delete Card on the desired card you wish to remove. IMPORTANT: You can NOT delete a card if it has transactions OR if it is the only card on file and the constituent has active bids, donations, RSVPs or sponsorships.
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How do I process a refund for a card on file? -
What do I do if a card declines? -
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Why can I not delete a card on file?
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You can NOT delete a card if it has transactions OR if it is the only card on file and the constituent has active bids, donations, RSVPs or sponsorships
How do I change the default card on file?
How can I remove a card on file?
Why can I not delete this card on file?
What do I do if a card declines?
How do I process a refund for a card on file?
How do I change the default card on file?
To change the default card, you will simply visit the constituent entry under All Constituents or Guests and Registered Bidders, follow to the Payment Methods and select the Check Mark on the desired card.
How can I remove a card on file?
A card can be removed by the donor themselves ( Adding/Removing Credit Cards), or by an Admin user only (Shown Below).