Deleting Recipients

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

  1. Access the company dashboard.

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

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

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

  5. Click the expand tile arrow on a recipient tile.

  6. Click the DELETE button in the Recipient section. The Edit Recipient prompt displays.

  1. Click PROCEED.

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