Delete Payer – ANZ Digital Services Help

Geography: This article is applicable for ANZ Transactive - Global customers banking in Australia and New Zealand.
Full details are available in Features by Geography.

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.

STEP	ACTION
1	Go to the Receivables > Payer List screen
2	Locate the payer and use one of the following methods to delete a payer: Method 1: Right-click on the payer(s) and click Delete on the Context Menu Method 2: Select the payer(s)and click Actions > Delete on the Control Bar Method 3: Click on the payer to display the Payer Details screen and then click Delete on the Control Bar
3	Click Yes in the confirmation pop-up window Impact Summary? 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: If your organisation requires Payer List items to be approved, the payer status changes to Deletion Pending Approval and will need to be approved If your organisation does not require Payer List items to be approved, the payer status changes to Deleted