Deactivate a Payment Method

You can deactivate a payment method for a billing account if you no longer wish to use it.

After you deactivate the payment method, it cannot be recovered.

If you are using the managed payment method in a billing hierarchy, when you deactivate the managed payment method on a managed account or deactivate the payment method on the responsible account linked to the managed payment method on managed accounts, auto-payments will no longer be attempted for either account. Refer to Link Managed Account and Managed Payment Method for more information on using the managed payment method.

Complete the following steps to deactivate a payment method:

Select Customer Billing from the Gotransverse application menu .

You may see a Customers and an Accounts tab or just the Accounts window, depending on the value for the Allow Multi-Customer Accounts Billing system setting. The Allow Multi-Customer Accounts system setting must be set to True to see both tabs. If this system setting is set to False, you will only see the Accounts window while in the Customers module. Refer to System Settings for more information about configuring system settings.
Select a customer from the list or search for a customer from the Search field to open the Customer Summary window.

To quickly access a customer or billing account, click the icon on the title bar (on either the Customers or Accounts window) and enter part of the customer or billing account name. If you do not see the Accounts tab, you can still search for a billing account from the Customers window by entering part of the number in the Search field. You can also bookmark regularly-used pages. Refer to Search Feature for more information.

Customers Window

Click the icon in the left pane to hide it. Click the icon to open it.

You can manage which columns display in any table with a Configure or Columns button by clicking the button and selecting desired columns. In addition. If the table includes a Filter button, you can filter the table contents. If the table includes an Export button, you can export visible table contents (up to 50) to a CSV (comma-separated values) file. Refer to Data Tables for more information about using these features.
On the Customers window, select an account to open the Customer Summary window.

Customer Summary Window
On the Customer Summary window, select an account on the Accounts tab to open the Account Details window.

Account Details Window
Click the Payment Methods detail tab.
For the payment method that you want to deactivate, click the ellipsis icon under the Actions column, and select Deactivate.

Deactivate a Payment Method

The payment method is deactivated for this billing account.

Topic updated: 07/2024.