How do I edit or delete a vendor?

  • Updated

If your vendor’s contact information has changed or you no longer wish to have a vendor in your contacts, editing and deleting them is simple.

How to edit a vendor: 

1. Go to Contacts in the left sidebar and choose which vendor you wish to edit.

go_to_contacts.png

 

2. In the vendor’s details section on the right, click Actions and select Edit contact from the dropdown menu.

click_edit_contact.png

 

3. Update their details and click Done.

4. Your vendor’s contact details are now updated. 

 

How to delete a vendor: 

1. Go to Contacts in the left sidebar. 

go_to_contacts.png

2. Select the vendor you want to delete from the list.

3. In the vendor’s details section on the right side, click Actions and select Delete contact from the dropdown menu.

click_delete_vendor.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. 

 

 

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request