How to edit custom purchase methods
If you'd like to edit a custom reconcilable purchase method, please follow these steps:
1. Go to Admin > Purchase Methods.
2. Click Edit next to the relevant custom purchase method.
Note: You can only edit custom purchase methods and not standard ones.
3. Update the Purchase Method Name and confirm your desired icon.
4. Click Update.
How to delete custom purchase methods
If an existing custom purchase method is no longer required, you can delete it from the admin area in your account.
1. Go to Admin > Purchase Methods.
2. Tick the box(es) next to the custom purchase method you want to delete.
3. Click on the Delete button at the top of the screen.
Note: You can only delete custom reconcilable purchase methods. The standard purchase methods are locked and cannot be deleted.
4. Click Continue.
