Edit or delete products

You may want to change information about a product if, for example, your fee for a particular product has changed.

Note: You can delete a product only if the product has no associated transactions. If the product has associated transactions, you can make the product inactive.

  1. From the company setup menu, choose Products & Services.

    Note: The name of this screen varies according to what your company manages in OnBalance. If you manage only products, this screen name is Products; if you manage only services, the screen name is Services; and if you manage both, the screen name is Products & Services.

  2. Click the product you want to edit.

  3. Change the information as needed.

    • If you no longer provide a product you have set up, you can make it inactive.
    • If you want to delete the product, click the Delete Product link.
  4. Click Save.

The availability of some or all of these features depends on your version of OnBalance.