How do I delete a payment tool

  • Profile Image
    lindaagee
    Asked on February 21, 2016 at 04:32 PM

    I created a form but cannot change the payment tool. When I select Paypal from the Payment Tools option on the menu bar on the left side of the screen, it says I must first delete the current tool but I don't know how to do that.

  • Profile Image
    Nik_C
    Answered on February 21, 2016 at 04:48 PM

    Hi, 

    You can achieve that by going to the Form builder. Then find your form's Paypal tool.

    Click on payment tool you are using(Paypal in your case).

    When you click on the payment tool you should see that red X has showed up. Click on red X and payment tool from form should be removed.

    When you remove current payment tool you should be able to choose another Payment tool from the left side of the form builder.

     

    Please let me know if this works for you.

     

    Best regards.

  • Profile Image
    lindaagee
    Answered on February 21, 2016 at 05:46 PM
    No, I still don't understand how to do this. When I go to "Form Builder", I get this screen. What do I select from this screen?
     Linda
    (405) 420-2135
    ...
  • Profile Image
    lindaagee
    Answered on February 21, 2016 at 07:46 PM
    Please disregard the message below. I deleted this form and started over and then I got the option to enter the Paypal information. Not sure why I couldn't access it with the other form. Linda
    (405) 420-2135
    ...
  • Profile Image
    Chriistian
    Answered on February 22, 2016 at 01:19 AM

    I am glad to know that your issue has been resolved. For more information regarding payment forms, you can check out these articles: 

    Order Form Basics

    Order Form Types

    Setting Up Your First Order Form

    Do let us know if you have any other concerns.