While a pledge is open, you can view the card or bank account it bills to, switch to a different payment method, or cancel the pledge from its page in your organization’s Portal.
Prerequisites
- You must be signed in to the Portal, and the pledge must be yours or belong to an organization you act for.
- You can update billing or cancel only when the pledge’s status is
Open. Open the pledge first to check itsStatus:; see View Your Pledges and Pay a Balance Due.
See the Billing Method on File
When a pledge has saved payment details, the Billing Information card shows the Type:, such as a credit card or electronic check. If a card is on file, it also shows Card Type: and Account #:, with the account number shown as xxx followed by the last digits. If the pledge does not have saved payment details, this card does not appear.
Warning
This card shows the payment details saved on the pledge record, not a live update from your bank or card issuer. If you recently changed your card somewhere else, update it here so the pledge uses the new billing information.
Update the Billing Method
- Open the open pledge.
- Select
Update Billing Info. The billing card changes to a form. - Choose or enter a new card or bank account in the payment method field.
- Select
Save Changes.
Result
You see Payment info updated successfully, and the page returns to the pledge with the updated billing card.
If you save without choosing a payment method, the form shows Please select a payment method. and does not save. Select Cancel to return to the pledge without making changes.
Cancel an Open Pledge
- Open the open pledge.
- Select
Cancel Pledge. - Confirm when asked
Are you sure you want to cancel your pledge?.
Result
You see Pledge cancelled successfully, and the pledge’s Status: changes to Cancelled. After the pledge is cancelled, Update Billing Info and Cancel Pledge no longer appear on the pledge.
Warning
Cancelling a pledge here updates its status, but it does not by itself stop any installment schedule set up to bill you for it. To make sure no further charges go through, contact the organization and confirm that billing for this pledge has been stopped.
If It Fails
- Nothing happens, or the pledge won't cancel. You’ll see
Unable to cancel pledge. Try again, and contact the organization if it keeps failing. - The billing update won't save. You’ll see
Unable to update payment info. Confirm that you chose a payment method, then try again. - You don't see
Update Billing InfoorCancel Pledgeat all. These options appear only while the pledge’sStatus:isOpen. A pledge that is paid, paused, or already cancelled does not offer either option here.