Remove Payment Methods

Use Payment Methods for Sales Invoices in the Company Settings submodule in the Settings module to remove payment methods.

To use Payment Methods for Sales Invoices in the Company Settings submodule, you must have access to Settings as defined in User Access Rights under Settings.

To remove a payment method:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company from which you want to remove a payment method.
3. In the left pane of the Settings page, click Company Settings > Payment Methods for Sales Invoices.
4. Highlight the payment method that you want to remove and click Remove Selected Payment Method .
5. In the confirmation dialog box, click Yes.