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 the Vendors tab.
2. Next to the relevant vendor name, click the three dots.
3. Select Edit vendor from the dropdown list.
4. Update their details and click Save.
Your vendor’s contact details are now updated.
How to delete a vendor
1. Go to the Vendors tab.
2. Next to the relevant vendor name, click the three dots.
3. Select Delete vendor from the dropdown list.
4. Click Delete vendor to confirm.
NOTE: Accountants can only delete vendor’s that they created
If you have the accountant role, you’ll only be able to delete a vendor if you’re the one that created them. See a full breakdown of roles and permissions.
NOTE: It’s not possible to delete a vendor with unpaid and scheduled payments.
If you wish to delete a vendor with future-dated scheduled payments, you’ll need to cancel the payments first.