How do I add, edit or delete a payment category for a division?
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.
Click Manage Categories on the left menu bar. Then click Add Category Line Item.
On the next screen, complete the fields to create a new category and click Save Category Item.
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.
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.
On the Manage Category page, you can make changes to the category, then click Save Category Item.
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.
Click Manage Categories on the left menu bar.
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.
A pop up window asks you to confirm the action.
Click Cancel. It will be removed from the list of saved categories.