How to Edit Payment Methods

After adding new payment methods you may want to deactivate which payment methods are currently used.

This is how:

  • Complete a sale as normal
  • After pressing the End Sale Button, you are taken to the payment screen.
  • Note: You must have permission to access this.  If you don’t, you’ll need to log in with a user that does.
  • Press the Edit (Pencil) Button.
  • Untick Payment methods you would like to deactivate.
  • Press Save to save changes

Note:  Only the owner of the business will be able to make these changes in Client Diary, please make sure the account your trying to use has the appropriate security settings. For more information on Security Settings, Click Here.