How to 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, 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?'

Payer has now been removed.






Delete a Payer that has 'Actions' (Credit Card, Auto-Pay Terms)


If you try to delete a Payer that has 'Action' associated you will receive the following error: 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
Steps:
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?'
Payer has now been reomved.



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