How to edit a payment item

Once a payment item has been set up, you may need to edit the details, for instance, if you are switching bank accounts and need to ensure funds are directed to it. You are also able to edit the setup of the payment item, for example where a fixed cost payment item has been created but it should have been a repeatable payment item or where a price has been configured incorrectly.

To edit a live payment item:

  1. Navigate to Payment items > View other payment item and locate the payment item you wish to change.
  2. Click the Edit item icon to the right of the item.
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  3. From the summary screen, alter the fields that you wish to modify and select Save changes to complete the changes. A summary of common changes is provided below.
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