Delete or Archive Payment Methods
complete
A
Andrea Smith
Only clients are able to delete payment methods in the client portal themselves. However, it would be nice to have the ability to do so ourselves, especially when cards expire, close, etc.
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Amanda Aparicio
updated the status to
complete
M
Michael McClellan
I agree that we as accountants should be able to delete or archive the payment methods, especially since we can set them up.
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Merged in a post:
Delete payment methods
A
Amanda Ethier
I'd like to be able to delete a payment method. Clients should be able to direct us to use specific ones and delete others.
Amanda Aparicio
updated the status to
open
Amanda Aparicio
As a note to folks! I added "or Archive" to the title as we might not be able to delete payment methods if they've been used previously to pay an invoice; however, we can definitely archive them! Stay tuned!
Amanda Aparicio
updated the status to
planned
G
Giovanna Romaguera
I agree with this! I am chatting with support now about removing an incorrect bank account for which I was charged a $15 fee, and there is no way I am able to delete this. This feels like necessary functionality for us to edit, not just relying on clients, especially if we will be charged if the account is used again.
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Andrea Smith
Are there any plans on implementing this feature?