Deleting Individual Custom Transaction Types

If needed, you can delete custom transaction types. However, note that you can't delete a custom transaction type in any of the following situations:

If you're permitted to delete the transaction type, follow these steps to remove the type.

To delete a custom transaction type:

  1. Go to Customization > Lists, Records, & Fields > Transaction Types.

  2. In the Edit column, click the name of the transaction type you want to delete.

  3. To display a popup menu, click Actions. Then click Delete.

    The system will ask if you're sure you want to delete the transaction type.

  4. Click OK.

The custom transaction type and any printing templates associated with the transaction type are deleted from your account.

Related Topics

General Notices