When a recurring donor changes their credit card or the card expires it's good to update the card to avoid any disruption in giving. To update a recurring donor's credit card you update their profile in iATS and the Recurring Donation record in Salesforce.


To update the recurring donor's customer profile follow these steps: 


  1. Login to your iATS account at iatspayments.com 
  2. From the top menu Open the Customer Database


  3. Search for your recurring donor in the Search box

  4. Click the Edit icon in the Action column for the donor's profile.


  5.  From the Customer Detail page, scroll to the payment information section. 
  6. Update Card Type, Number and Expiry.
  7. Once complete scroll back to the top of the page and click the Save button


Once you've updated the credit card in iATS you should update the last 4 digits and the expiry on the iATS Customer Code record which is associated with the donor's Recurring Donation record.