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Engage Giving

How to Add a Payment Method

After signing into Engage, click Payment Methods from the sub-menu.

Picture of Engage's homepage with an arrow pointing to the Payment Method sub-menu

On the Payment Methods page, two tabs are visible:

  • Credit Cards

  • Bank Accounts

Toggle between the two tabs to see the available payment methods.

Picture highlighting the Credit Card and Bank Accounts tabs

Credit Cards


Add a new Credit Card

To add new credit card, click Create New Payment Method. Existing credit card accounts may also be shown in this section.

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Fill out the necessary information.

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Click Save Payment Method when finished.


Edit a Credit Card

To edit a credit card, click Edit.

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Make the necessary changes, such as changing the expiration date.

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You will have to fill out the card number and CVV again.

Click Submit Changes when finished.


Delete a Credit Card

To delete a credit card, click Delete.

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A popup window will appear, asking for confirmation.

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If this was a mistake, click Cancel. If you want to continue, click Delete.

Bank Accounts


Add a new Bank Account

To add new credit card, click Create New Payment Method. Existing Bank Accounts may also be shown in this section. 

AddPaymentMethod.008.png

Fill out the necessary information.

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Click Save Payment Method when finished.


Edit a Bank Account

To edit a credit card, click Edit.

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Make the necessary changes, such as changing the expiration date.

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You will have to fill out the account number again.

Click Submit Changes when finished.


Delete a Bank Account

To delete a credit card, click Delete.

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A popup window will appear, asking for confirmation.

AddPaymentMethod.013.png

If this was a mistake, click Cancel. If you want to continue, click Delete.