Why is this important to me?
You can edit payment information for a pledge. For example, if a constituent did not select to process payments automatically for a pledge, but later decides to do so, you can configure the automatic payment.
Step 1: Open pledge record.
Note: Refer to the How to Search for a Revenue Transaction in Trax document to help open a pledge record.
Step 2: Click Edit on the Payment information action bar.
Step 3: Enter information in the Edit payment method details window.
Note: Click the Pay automatically by checkbox to make the payment automatic
Step 4: Click the Save button.
