Deleting Payers

IMPORTANT: Payers with active Recipients cannot be deleted. All Recipients must be deleted before deleting a Payer. See Deleting Recipients.

  1. Access the company dashboard.

  2. Optionally, use the Customer Filter to search for a customer account.

  1. In the company dashboard, click a customer tile to access the customer account.

  2. Click the expand tile arrow on a payer tile.

  3. Click DELETEbutton in the Payer section.

  1. In the Delete Payer prompt, click PROCEED.

If an active recipient is associated with the payer, the following error message displays: