Update a payment method

You can update a contact's payment methods on the Payments tab.

To update a payment method:

1. Navigate to the appropriate contact, and then select the Payments tab.
2. On the Payments tab, under Financial Accounts, select the pencil icon next to the payment method you want to update.
3. In the Payment Method dialog, edit the information you want to update.
4. When you're finished, select OK to you will return to the Payments tab of the contact.
   

   Note: If you select Cancel or X, you will return to the Payments tab without saving the updated information.

Usage considerations

• When updating information, you can’t update the type of payment method.
• If you need to add a new payment method, you can:
  • Add a credit card payment method
  • Add an ACH payment method