Removing Accounts From Proposal

To remove accounts from proposal:

1. Navigate to Payments Lightning page | Line Items tab.
2. Select one or more accounts you want to remove from the proposal.
3. Click Remove Accounts from Proposal.
4. In the Reasons for Removing text area, provide a reason for removing the accounts from the proposal and click Save.

   This removes the selected accounts as well as the associated transactions from the proposal.