Editing or Deactivating a Payment Rule

Learn how to change the settings or stop previously set up payment rules from running.

Editing a payment rule's settings

Once a Rule has been set up, you can easily edit its settings from the 'Rules on this account' screen

1. Navigate to the Account that the rule you want to edit is on
2. Select 'Account options' and choose 'Rules on this account'
3. Select the Rule you want to edit from the list
4. The Rule's settings screen opens – make any changes you wish and select 'Save changes'
5. The updated Rule summary can be viewed in the 'Rules on this account' screen

Deactivating a payment rule

Once a Rule has been set up, you can easily deactivate it if you need to in the 'Rules on this account' screen – the Rule will no longer run once it's deleted.

1. Navigate to the Account that the rule you want to deactivate is on
2. Select 'Account options' and choose 'Rules on this account'
3. Select the checkbox on the left of the Rule you want to deactivate
4. Select the red bin icon in the top right
5. Select 'Delete' from the popover box
6. The Rule will deactivated and removed from the 'Rules on this account' screen.