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Overview


Excerpt

 The system allows users deactivating to deactivate and deleting 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-Web payment methodCard (In-App) or Credit Card (POS Terminal) payment methods. The only option available will be "Edit" it and deactivate itthem.


Ui steps
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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.

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How to Deactivate a Payment Method

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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 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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