Credit card information can be stored in several places in The Raiser's Edge. However, an update made in one place does not update the information in the others. So it's important to review each location to ensure the credit card information is available for you to use.

Updating credit card information stored on a Recurring Gift or Pledge gift record:
  1. Open the Recurring Gift or Pledge record
  2. Ensure Pay Method is Credit Card.
  3. Edit the credit card information as necessary replacing the old information with any new information. (NOTE: Leave the Auth. code field blank if you use the RE:EFT module to automatically generate EFT transactions/payments.).
  4. Click Save and Close.
NOTE: Updating a credit card number on a gift record does NOT automatically add it to the Bio 2 tab of a Constituent record. If you have credit cards saved there and would like to update these as well, manually add the new credit card to this grid. Then you can automatically update the credit card in the gift record using the F7 shortcut


Updating credit card information stored in a Recurring Batch (used to process credit cards):
  1. Open the Recurring Batch.
  2. Find the row of the gift to update.
  3. Ensure Pay Method is Credit Card.
  4. Edit the credit card information as necessary replacing the old information with any new information. (NOTE: Leave the Authorization Code field blank! This must be blank for the merchant account to return an approval or decline when processing credit cards.)
  5. Click Save and Close.

Updating credit card information on Bio2 / Org2 tab:
  1. Open the desired constituent record.
  2. Click on the Bio2 / Org2 tab.
  3. Click on the field that needs updating.
  4. Type in the new information.
  5. Click Save and Close.