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Change Post Dated Credit Card

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If a credit card has not yet been authorized because you can change the credit card information prior to authorization on the:
  1. 'Summary by Patron' tab of the Deposit window
  2. 'Summary by Patron' tab on the Till balance List
  3. Payment list on the patron window
  4. Prior payment list on the Order window -or-
  5. If the card is used for recurring donations:
    • you need to change it on the recurring donation window in the payment section PRIOR to the next recurring donation being created.
    • If the recurring donation was created and the card wont authorize, change the card number in the Deposit window (item #1 above)

Simply:

  • select one or more unauthorized credit cards in the list of payments
  • make sure that they are for the same patron
  • Right click to edit it using a context menu. (The deposit and till balance windows also have an icon at the top of the window).
  • You will see a window that lets you put in the credit card details similar to the one above right.
    • Type in (or swipe) a new credit card, expiry, and name on card.
    • Alternatively, use the lookup to select a prior existing card from the patron's list of credit cards
    • When you update the payment, it will replace the new card on all the existing, selected, not-yet-authorized payments.

When you next to end of day and need to authorize the payments, they will authorize using the replacement credit card.