If a vendor updates or changes their payment details, you are able to deactivate the old details within Felix.

 

Deactivate a vendor's payment details

To deactivate a vendor's payment details:

1. Navigate to the relevant vendor profile.
2. Locate the relevant set of payment details.
3. Open the set of Payment Details you wish to Deactivate and scroll to the bottom. 
4. Enter a reason for the deactivation in the field provided.
5. Click the Deactivate button

 

 

NOTE: Once you have deactivated a set of payment details it isn't possible to reactivate them.

After Deactivation

Once you have deactivated a Vendor's Payment Details you will still be able to access them to view the previous record. 

 

The record will be updated to include the following information: 

• Who the Payment Details were deactivated by along with a timestamp of when the details were deactivated.
• The reason for deactivation.
• The previous status of the details (Approved, Declined, Pending).
• Who previously Approved/Declined the Payment Details along with a timestamp of the Approval/Decline of the details (Does not apply to Payment Details previously on Pending status).

 

 

NOTES:  

• Deactivating a vendor's payment details is a permanent action. You will not be able to reactivate a vendor's payment details.
• If a vendor's payment details have been deactivated, the entry will show with a status of Inactive in the Payment Details tab.