Update Recurring Billing

This page describes the (new as of 1.5.4) implementation of the CiviCRM core feature called 'Update Recurring Billing Information', which provides a standard method for administrators and card-holders to update card numbers, expiry dates and cardholder information.

This functionality is similar to the iATS-specific "Card on File" described here, https://github.com/iATSPayments/com.iatspayments.civicrm/wiki/Card-on-File except that:

1. This functionality is disabled by default.
2. This functionality allows both administrators and card-holder to update the billing information.
3. The update form does not have access to the existing (iATS-maintained) card-on-file data, it only provides access to the CiviCRM data to be changed, and allows the form user to send new card-on-file data to iATS.

To enable this functionality, you first need to visit your iATS extension settings page in CiviCRM (a menu item in CiviCRM -> Administer -> CiviContribute) and check the corresponding box.

The main value of this functionality is to provide self-serve card update options to recurring contributors, and the overlapping functionality for administrators is confusing, so we'll be tidying that up in future versions.

Note that this extension is not responsible for the core functionality, only for the iATS-specific implementation of the update function.

You can see here https://civicrm.stackexchange.com/questions/11339/editing-recurring-contributions-without-user-login a discussion and instructions about how to provide the link to your constituents.