When completing a payment on a donation form or widget or in My Aplos, donors can save a payment method. You can view your saved payment methods with their expiration dates in the Payment Methods section when you are logged in to My Aplos.

The following actions can be performed from this screen:

• Add a new payment method: This creates a new payment method where you can store and save your payment methods for easier donation processing.
• Replace a payment method: This will update any recurring donations or Text to Give configurations. If you do not want to update all upcoming donations and Text to Give, you can update the payment method on the individual Recurring Donation or Text to Give configuration.
• Remove a payment method: This will remove the payment method. Any recurring donations or Text to Give configuration will need a new payment method before a donation can be processed. Note: This will automatically disable any recurring donations.

Adding a Payment Method

Donors can add a debit card, credit card, or their bank account in My Aplos. Click, “+ New Payment Method” to add the preferred payment method.

This will open a window so you can add a debit card, credit card, or bank account (ACH).

To add the card information, select the credit card option and insert your information. Once complete, click “Create.” This will add the saved payment information to the donor account.

To add a bank account, select the radio button for Bank Account (ACH) and click “Login to Bank Account.” Follow the prompt to search for the institution. Once located, select the institution and enter the login information for the bank. (If your bank is not available, you will not be able to use the ACH payment option). Our processor will attempt to link and retrieve bank information. Once it is retrieved, select the preferred bank account and continue with the prompt. Click “Create” to finish the process.

Replacing or Removing a Payment Method

To replace or remove a payment method, you can select the three dots under the "Action" column.

Using a Saved Payment Method

To use a saved payment method when filling out a donation form or widget, a donor must first log in to their My Aplos account. The email address field will be disabled when a donor is logged in on forms and widgets. This is to ensure the email address associated with the payment method will be sent the receipt.