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Article

Updating Payment Information

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Summary
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Previous: Creating New Payment Information

Updating an existing payment information is very similar to creating a new one.

  • Go back to home page and click on the plus sign at the end of the tabs.

    Payment Info 1.jpg

     
  • Select Payment Information from the list of objects.

    Payment Info 2 .jpg

  • Click “Go” to list all the Payment Information objects.

    View All Payment Information.jpg

  • Click “Edit” to open the invoice in edit mode.

    Edit Payment Information.jpg

  • Click “Save” once you are done making the changes.

    Save Payment Edits.jpg
     

Next: Changing Payment Information from an Invoice

 

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