How supporters can update their payment information
Supporters can update payment information only when they have a recurring plan. Fundraise Up does not store payment methods as supporter profile properties. Instead, each payment method is linked to a recurring plan.
If a recurring donation fails, supporters receive an “Installment failed” email with a secure link to Donor Portal. They can use this link to update the payment method for the recurring plan.
Update payment information in Donor Portal
To update payment information, the supporter must log in to Donor Portal using the email address they used to donate.
- Open Donor Portal from the secure link in the donation email or from the organization’s direct Donor Portal link.
- Go to Recurring donations.
- Select the recurring plan that needs a new payment method.
- Click View details.
- In the Details section, click Edit.
- Enter the new card details.
- Save the changes.
After the supporter saves the new payment details, Fundraise Up links the new payment method to that recurring plan.
Find the direct Donor Portal link
You can find the direct Donor Portal link in Dashboard.
- Go to Settings > Donor Portal.
- In the URL settings section, copy the URL.
Share this link with supporters who need to access Donor Portal but do not have a recent donation email.
Update payment information for supporters in Dashboard
You can update payment information from the supporter record or from the recurring plan record.
- Open the supporter record or the recurring plan record.
- In the right sidebar, click Edit payment details.
- Enter the new card details.
- Click Save changes.
Fundraise Up links the new payment method to the selected recurring plan.
Remove a payment method
You cannot remove a supporter’s payment method in Fundraise Up because Stripe stores and manages payment methods.
To remove a payment method:
- Log in to Stripe Dashboard.
- Go to Customers.
- Find the supporter by email address or customer ID.
- Open the Payment methods section.
- Delete the card or payment method that should no longer be available.