Funding Source: Inactivate or Remove

This article will walk you through the steps to Inactivate or Remove a Funding Source.

Inactivate a Funding Source

1. Click the +(Plus) icon next to the house icon for the first location to expand.
2. Select Funding Sources.
   
    
3. Select the Funding Source from the list on the right.
   
    
4. Click Edit from under the Home tab.
   
    
5. Uncheck the Active box in the top left corner and click OK.

   NOTE: You will receive a pop-up asking you to confirm this change. This cannot be undone.

   
    

6. You can see your inactive Funding Sources by checking the box Inactive Funding Sources under the Home tab.
   

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Remove a Funding Source

1. Click the +(Plus) icon next to the house icon for the first location to expand.
2. Select Funding Sources.
   
    
3. Select the Funding Source from the list on the right.
   
    
4. Click Remove from under the Home tab.
   
    
5. Confirm this change in the pop-up. This cannot be undone.

   NOTE: You cannot remove a Funding Source that has been in use. Instead, you would need to Inactivate the Funding Source.

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