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Support Home FAQ Recurring Payments How do I Update / Change credit card details of a Recurring payment

Table of Contents

Overview How to Update the Credit Card Details Important Notes Related Articles

How do I Update / Change credit card details of a Recurring payment

Table of Contents

Overview How to Update the Credit Card Details Important Notes Related Articles

Overview

When a donor updates their Recurring Payment details, you may also need to update the stored Credit Card Token so the next payments can be processed successfully.

Payments2Us does not store card numbers in Salesforce. Instead, a secure token is generated and saved in the Billing Token field. Updating the token ensures the recurring payment continues without interruption.

How to Update the Credit Card Details

Open the Recurring Payment record in Salesforce.
Save or verify the Recurring Payment Details if changes were made.
Click the Update Card Details button.
Enter the new credit card details in the secure payment window.
Once submitted, the gateway generates a new token, which is automatically stored on the record.

Important Notes

The actual card number is never stored in Salesforce.
For a recurring credit card payment to be processed, it must be tokenised using the Update Card Details button.
The new token is stored in the Billing Token field and will be used for all future scheduled payments.

For more details see the following article and FAQ:

How are the following fields used: Last Processed Date, Next Payment Date, Payment After Next Payment Date and End date? How is the Payment Day used? What is required to make a Recurring Payment available to be charged How do I do setup catch up payment dates from Last Processed Date What is the difference between the status of Expired, Inactive and Suspended - Max retries exceeded? Can a Recurring Payment record have the payment method changed? In the Recurring Payment Record, does the total number of payments include all txns including unsuccessful ones? How do I manually set up a Recurring Payment/Donation using for a credit card? How do I manually set up a Recurring Donation using for a credit card, but not to charge until a future date? Why does the Recurring Payment get charged every day? (Double Charged) How come the Payment Txns created by a Recurring Payment record are set to "One-Off", not "Monthly/Weekly/Etc)? A Payment Txn was created, but the Recurring Payment record was not. The frequency is not one-off and the credit card/billingID information is all correct. Why did it not make the Recurring Payment record? A Paypal Recurring Payment was created, but the first transaction did not make a charge and no further Payment Txns have been created. Why is it doing that? How can I make another frequency rather than one-off highlighted on the Payment Form? If details are changed on the Recurring Payment eg: Contact, Payment Form, Merchant Facility etc, does the linked URL token automatically update? When donor updates card details via a email link or when we update it in SF using Update Card Details button does the Recurring Payment Status has to be active? How to setup a Recurring Payment records WITH OUT CCV that is from Credit Card number and Expiry Date? Why the field "Regular Payment Day" is shown with a day, when its set to a frequency One-Off? How can I change the Name of the Recurring Payment record? The payment txns created are getting stuck on status "Payment Complete" and not moving forward. I tried restarting the payment batch processor on the merchant facility but still the status is not getting updated to Matching Complete. We were having an issue with records being locked when the Recurring Payments Processor was run. We have seen that the bank deposit date is set on some payment transactions as the 1st Jan, 1980. Can you explain why this occurs? We noticed a donor who had gone into suspended also had her donation amount removed. Is there a workflow responsible? Why we having an issue in reducing a standard donation amount ? (for example: from $100 to $70) Why do new Direct Debit Sign up's not create an Active Recurring Payment? Why is a user unable to use the update card details button on Recurring Payment? How do I disable Payment Schedules from Sending an Invoice? Why do contacts receive email with "Recurring Payment Failure"? What is the difference between "Payment Amount" and "Donation Amount"? How do I cancel / end a Recurring Payment? How do I add text and/or graphics to the Card Update form? Why and How to Pause or Put on Hold a Regular Gift (Recurring Payment / Regular Donation) Instead of Cancelling It How do I Modify / Update donation amount of a Recurring payment How do I Update / Change credit card details of a Recurring payment

Updated at March 25th, 2026