Payment Methods

To get to your Payment Methods page, click Payment Methods in the menu on the left side of your dashboard.

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This page shows all the payment methods you currently have saved on file. Payment methods are organized into two sections:

  • Credit Cards

  • Bank Accounts

From here, you can manage how you pay and which method is used by default.

What you can do on this page:

  • Add a new payment method by clicking Add Card or Add Bank

  • View details for each saved method, including the type, last four digits, expiration date, and whether it’s used for recurring payments

  • Set a default payment method for future payments

  • Edit or remove an existing card or bank account if it’s no longer needed

Keeping your payment methods up to date helps ensure your payments and recurring gifts process smoothly without interruptions.