Delete a Payer

How to delete a Payer


Depending on what fields are linked to the Payer there are two different steps for deleting a payer.


Delete a payer that has no 'actions' (bank account, credit card or Auto-Pay Terms)

  1. Log into Wise-Pay
  2. Click Payer Admin
  3. Click More > Delete Payer
  4. Click OK to 'Delete Payer: You are about to remove this item.  Are you sure?'

Delete a payer that has 'actions' (credit card or auto-pay terms)


If you try to delete a Payer that has 'Actions' associated with it, you will receive the following errors: An error occurred while updating the entries.  See the inner exception for details.


You will need to ensure you remove:

  • Auto-Pay Terms
  • Credit Card Details
  1. Log into Wise-Pay
  2. Click Payer Admin
  3. Locate the Payer you wish to remove
  4. Click Edit
  5. Click on the Auto-Pay Tab > Click the Red Cross
  6. Click on the Credit Cards Tab > Click on the Red Cross
  7. Click on the General Tab > Save
  8. Locate the Payer in Payer Admin
  9. Click Actions > Delete Payer
  10. Click OK to 'Delete Payer: You are about to remove this item.  Are you sure?'


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