How Do I Remove/Delete a Payment Account? (Legal Professional)

The article below will show you how to delete or remove a Payment Account.

At the Dashboard, click on the 3 horizontal lines at the top left side of the screen. Click Firm Management and select Payment Accounts.

Note: Only Firm Admins can manage payment accounts.

Locate the payment account and click on the corresponding trash can icon directly to the right of the Payment account to delete the account.

Select OK if prompted to confirm in your browser.