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Overview


Excerpt

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


How to Delete a Payment Method

Users can delete payment methods
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-Web payment method. The only option available will be "Edit" it and deactivate it.


Ui steps
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Ui step

 Go to Setup>>Settings.


Ui step

 Click on Payment Methods, under Accounts Receivables settings.


Ui step

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


Ui step

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


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How to Deactivate a Payment Method

Ui steps
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Ui step

 Go to Setup>>Settings.


Ui step

 Click on Payment Methods, under Accounts Receivables settings.


Ui step

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


Ui step

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

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