Updating a payment method for a recurring transaction in the Virtual Terminal

If you need to update a credit card or eCheck for a recurring transaction - such as if a transaction was declined, or if you need to change the method of payment - follow the steps below.

First you'll need to find the recurring transaction by  viewing a list of recurring transactions or by searching and filtering your recurring transactions.

Next, click on the gear icon on the right side of a recurring transaction and then click "Transaction Details".

Next, click on the "New" button above the transaction details to create a new transaction.

Next, follow the steps to  create a new recurring transaction to set-up an entirely new recurring transaction based on the original recurring transaction, but update the payment method and any other fields necessary. Be sure and follow the steps in the tutorial for the "Recurring Billing" section of the form.

Finally, after the new recurring transaction has been created with the new payment method, follow the steps to  STOP the original recurring transaction.