To delete a payer that is in a Pending Approval, Creation Rejected, Modification Rejected, Modification Pending Approval or Approved status from the Payer List, follow the steps below:
Use Method 1 or 2 to delete several payers at the same time.
|1||Go to the Receivables > Payer List screen|
|2||Locate the payer and use one of the following methods to delete a payer:
|3||Click Yes in the confirmation pop-up window
If there are any impacts to current direct debit and templates as a result of deleting the payer, an Impact Summary pop-up window will be displayed. You can click on the numbers in the table to view which direct debits and templates are affected. To continue, click Ok.
RESULT: A confirmation message is displayed advising that the payer(s) has been deleted: