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How to Delete a Payment Method

How to Delete a Payment Method

By Beth Dela Paz (Deactivated)
Jul 26, 2022
3 min

Deleting of Payment Methods is no longer applicable in version 16.2 and up.

Payment Methods

  1. In 21.2 version or below the Payment Method is a hardcoded

    1. Since it's hardcoded, the following details in Payment Method can't be manually added or removed

User Defined payment method

  1. In 22.1 version User Defined tab is available wherein the user is able to manually add or remove


How to Delete a payment method details in User Defined:

  1. Select Payment Methods in Common Info

  2. Click on User Defined tab

  3. Select on the details grid

  5. Click Remove button

    1. Prompt message should be displayed

  7. Click Yes button

    1. Payment Method details should no longer display

  9. Click Save button

Click the links below to view instructions from previous versions:

 

System defined Payment Methods cannot be deleted: eCheck, Check, and Debit memos and Payments

  1. On the user’s menu panel go to Common Info folder then click Payment Methods

  2. Select a record from the list by clicking on it or the check box besides it.

  3. Click Remove button. A confirmation message will appear.

  4. Click Yes on the message box. 

  5. Click Save toolbar button.

  1. On the user’s menu panel go to Common Info folder then click Payment Methods 

  2. Select a record from the list by clicking on it or the check box besides it.

  3. Click Remove button. A confirmation message will appear.

  4. Click Yes on the message box. 

  5. Click Save toolbar button.

  1. On the user’s menu panel go to Common Info folder then double click Payment Methods 

  2. Select a record from the list by clicking on it or the check box besides it.

  3. Click Remove button. A confirmation message will appear.

  4. Click Yes on the message box. 

  5. Click Save toolbar button.

  1. On the user’s menu panel go to Common Info folder then double click Payment Methods 

  2. Select a record from the list by clicking on it or the check box besides it.

  3. Click Remove button. A confirmation message will appear.

  4. Click Yes on the message box. 

  5. Click Save toolbar button.

  1. On the user’s menu panel go to Common Info folder then double click Payment Methods 

  2. Select a record from the list by clicking on it or the check box besides it.

  3. Click Delete button. A confirmation message will appear.

  4. Click Yes on the message box. 

  5. Click Save toolbar button.