How do I edit or delete a vendor?

  • Updated

Your vendor’s contact information has changed or you no longer need to have them in your contacts. Edit their details or delete them in a few simple steps. 

How to edit a vendor's details: 

1. Go to Vendors in the left sidebar.

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2. Choose which vendor you wish to edit.

3. On the right, click Actions and select Edit contact from the dropdown list.

actions_edit_contact.png

 

4. Update their details and click Done.

That's it! Your vendor’s contact details are now updated. 

 

How to delete a vendor: 

1. Go to Vendors in the left sidebar.

go_to_vendors_in_sidebar.png

2. Choose which vendor you wish to delete.

3. On the right, click Actions and then click Delete contact from the dropdown list. 

delete_contact.png

 

 

 

4. Click Yes, delete this vendor to confirm.

NOTE: It’s not possible to delete a vendor with scheduled payments.

If you wish to delete a vendor with future-dated scheduled payments, you’ll need to cancel the payments first. 

That's it! 

 

 

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