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How do I add, edit or delete a payment category for a division?

Written by Jeanne Murphy

Updated at December 27th, 2024

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If your DirectBiller configuration enables multiple divisions, you can create a payment category for one division. On your home page, use the drop-down menu to select the division.

 

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Click Manage Categories on the left menu bar. Then click Add Category Line Item.

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On the next screen, complete the fields to create a new category and click Save Category Item. 

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On the Manage Category page, you’ll see the updates applied to your saved categories.

 

To edit a payment category for one division:

On your home page, use the drop-down menu to select the division.

 

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On the Manage Categories page, you’ll see a list of your saved payment categories. Click Edit next to the category you wish to edit. 

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On the Manage Category page, you can make changes to the category, then click Save Category Item. 

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On the Manage Category page, you’ll see the updates applied to your saved categories.

 

To delete a payment category for one division:

On your home page, use the drop-down menu to select the division.

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Click Manage Categories on the left menu bar.

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On the Manage Categories page, you’ll see a list of your saved payment categories. Click Delete next to the category you wish to delete. 

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A pop up window asks you to confirm the action. 

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Click Cancel. It will be removed from the list of saved categories. 

 

 

 

payment category division

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