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      Manage Payment Methods
      • 31 Oct 2024
      • 1 Minute to read
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      Contents

      Manage Payment Methods

      • Updated on 31 Oct 2024
      • 1 Minute to read
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      Article summary

      Adding a Payment Method

      Mobile App

      To add a new payment method through the Quick Scan UI

      1. Tap the blue "Scan" button

      2. Scan a receipt until the receipt preview appears

      3. Tap the current payment method

      4. Tap "Add Payment Method"

      5. IMG_2934 2.pngEnter the payment method details

      6. Tap "Save"

      To add a new payment method when editing an expense

      1. Tap the "Transactions" tab

      2. Tap any expense

      3. Screenshot_2024-10-23-10-11-14-969_com.easyexpense.jpgTap the current payment method

      4. Screenshot_2024-10-28-09-31-04-228_com.easyexpense-edit.jpgTap “Add Payment Method”

      5. Enter the payment method details

      6. Tap "Save"  

      Web App

      At the moment, this feature is only available through our Mobile App

      Editing a Payment Method

      Mobile App

      To edit a payment method through the Quick Scan UI

      1. Tap the blue "Scan" button

      2. Scan a receipt until the receipt preview appears

      3. Tap the current payment method

      4. IMG_2934 2.pngTap “Edit”

      5. Tap the ">" symbol to the right of the payment method to edit it

      6. Tap “Save”

      To edit a payment method when editing an expense

      1. Tap the "Transactions" tab

      2. Tap any expense

      3. Screenshot_2024-10-23-10-11-14-969_com.easyexpense.jpgTap the current payment method

      4. Screenshot_2024-10-28-09-31-04-228_com.easyexpense-edit.jpgTap “Edit”

      5. Tap the ">" symbol to the right of the payment method to edit it

      6. Tap “Save”  

      Web App

      At the moment, this feature is only available through our Mobile App

      Deleting a Payment Method

      After deleting a payment method, it will be deleted from all expenses that have that payment method. There is no confirmation when deleting a payment method and it can't be undone.

      Mobile App

      1. Tap the "Transactions" tab

      2. Tap any expense

      Screenshot_2024-10-23-10-11-14-969_com.easyexpense.jpg

      1. Tap the current payment method

      Screenshot_2024-10-28-09-31-04-228_com.easyexpense-edit.jpg

      1. Tap “Edit”

      2. Tap the trashcan icon next to the payment method you want to delete

      3. Tap “Done”

      Web App

      At the moment, this feature is only available through our Mobile App

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