How do I add new payment types and edit or delete old ones?

With the manage tab above the payment type filter, you can easily create new payment types and delete old or incorrect ones.

Creating a new payment type:


Simply select a receipt in the receipts tab so you can see image, and click on the payment type drop-down.



Then, select Add New Card.




Next, type in the last 4 digits of the card, and hit the blue Save button.




Editing an existing payment type



Go to your receipts tab, and select manage next to the payment type filter.



Then, hover over the desired card number, select edit on the right side, enter the new number and hit save.



Note: when editing a payment type, the updated card number will retain all categorization rules associated with the previous number.


Deleting an existing card number


Go to the manage payment type page, hover over the desired card number, and click the red delete button.

Note: when a payment type is deleted, all category rules associated with it will be removed as well.

Getting Started

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  2. Can I edit the information that is extracted from my documents?
  3. One of my documents was rejected. What do I do?
  4. How do I delete documents?
  5. How do I add new payment types and edit or delete old ones?
  6. How do I separate personal and business expenses?
  7. Neopost Customers
  8. How do I create categorization rules for receipts?
  9. Does Shoeboxed categorize my receipts? Can I customize the categories?
  10. How does the search bar in my Shoeboxed account work?
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  21. How to Categorize Individual Receipts in the Web App
  22. How to categorize multiple receipts
  23. Setting Categorization Rules
  24. How to remove categories from multiple receipts
  25. Can I speak with a real person to help me get set up with an account?
  26. What if receipts are miscategorized?
  27. Does Shoeboxed scan and process receipts in other currencies?
  28. Can I trust Shoeboxed with my receipts and documents?
  29. Are Shoeboxed receipt scans accepted by the Internal Revenue Service (IRS) or Canada Revenue Agency (CRA)?
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  37. How do I cancel my Shoeboxed account?
  38. Where is Shoeboxed located?
  39. How do I Import my OneReceipt Data into Shoeboxed?

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