This article will walk you through the steps to Inactivate or Remove a Funding Source.
Jump to a section: [Inactivate a Funding Source] [Remove a Funding Source]
Inactivate a Funding Source
- Click the +(Plus) icon next to the house icon for the first location to expand.
- Select Funding Sources.
- Select the Funding Source from the list on the right.
- Click Edit from under the Home tab.
- Uncheck the Active box in the top left corner and click OK.
NOTE: You will receive a pop-up asking you to confirm this change. This cannot be undone.
- You can see your inactive Funding Sources by checking the box Inactive Funding Sources under the Home tab.
Remove a Funding Source
- Click the +(Plus) icon next to the house icon for the first location to expand.
- Select Funding Sources.
- Select the Funding Source from the list on the right.
- Click Remove from under the Home tab.
- Confirm this change in the pop-up. This cannot be undone.
NOTE: You cannot remove a Funding Source that has been in use. Instead, you would need to Inactivate the Funding Source.