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Overview


Excerpt

 The system allows users to deactivate and delete certain payment methods. This article explains how to do it.


How to Delete a Payment Method

Info
titleInformation
  • When a payment method is already associated to a customer, the system will restrict users from deleting it.
  • If the Clearent Integration is enabled, users will not be able to delete Credit Cards-Card (In-App) payment method. The only option available will be "Edit" it and deactivate it.


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Ui step

 Go to Setup>>Settings.


Ui step

 Click on Payment Methods, under Accounts Receivables settings.


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 Search for the payment method you want to delete, go to the actions column and click on Delete.


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 A confirmation message will appear, click on Yes to finish.


How to Deactivate a Payment Method

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Ui step

 Go to Setup>>Settings.


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 Click on Payment Methods, under Accounts Receivables settings.


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 Search for the payment method you want to deactivate, go to the actions column and click on Edit.


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 Remove the check from the Active box and click on Save. The payment method will be deactivated.




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(lightbulb) Security Level: Admin, Setup.