How_do_I_delete_a_payment_type_

How do I delete a payment type?


You cannot remove a payment type if related transactions exist. A related transaction is a record that is linked to another primary transaction (such as an invoice, receipt, payment, and so on), where the two share a direct relationship. For example, a payment applied to an invoice, a credit memo tied to a payment, a deposit tied to a receipt.

Do this...

1. Open Connect Cash Receipting > Organization > Payment Types.

2. Use the Lookup bar to enter a payment type. Press Enter.

3. Click Delete (CTRL+D).

The payment type is deleted.

 

 

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