How do I change the credit card number on file for a contact? [closed]

One of my contacts wants to give me their new number over the phone so I want to update it. Can I do this without filling out an Order Form?


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Closed for the following reason duplicate question by Frank
close date 2016-11-21 11:24:49.060835

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Thanks for asking that. It's a really great question. You can manage a Contact's credit card from within their Contact Record. Follow these steps:

  1. Navigate to the contact whose card you want to update.
  2. Once you're within the Contact Record, click Actions in the top center.

    Action Menu

  3. Select "Manage Credit Card."

  4. This will open up a summary of their information or a blank form if they have never purchased before. Select "Edit" in the top right.

  5. Enter their new payment details and hit Save.


You're done! The credit card information is now updated and you can process manual transactions using the new information.

For more information on Manual Transactions, click here.

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Asked: 2016-03-24 14:12:48 -0700

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Last updated: Mar 24 '16