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Thanks for visiting the Community, wholeheartedheal.
Let’s inactivate the customers’ names to remove them from the Preferred Payment Method drop-down list. I’ll show the steps on how to accomplish this task.
Here’s how:
Perform the same process for the rest of the customers you wish to remove on the Payment Methods page. You can also run the Audit Log Report to see who added the clients’ names. This is a built-in tool used to check who made changes to your account or transactions.
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Hi - your reply instructions were very helpful for removing payment types in our payment method dropdown list. Now that our list is cleaned up, we would like to inactive the ACH option -- but it will not allow us to do so -- as when we try to inactive ACH -- it tells us it's in use. However, we do not want to offer/use that option. Therefore, we could use "how to instructions" to determine WHICH clients the ACH option has been selected. Thank you so much! ~ Wholehearted Healthcare Team
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