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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Delete a Payment Type

  • Updated:

This article will show you how to delete a Payment Type. Payment Types in CivicRec categorize forms of payment for every transaction, such as scholarships, cash, check, department credit, etc. Some payment types may not be viewable on your CivicRec public website, so you can only access them internally. See our article Types of Payment Accounts for more information.

 

 

Important Note

  • The Gift Card Payment Type cannot be removed. However, you can edit the payment type and select Hide from List to remove it from your payment screen. 
    hide from list

 

Instructions

  1. Navigate to Configurations > Financial Settings > Payment Types
    configuration - financial settings - payment types
  2. Click the Delete tool (X) next to the Payment Type you want to delete
    remove payment type
  3. Reply OK to the pop-up that asks Delete this Payment Type?
    ok delete payment type

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