How to delete a Payer


Deleting a Payer in Wise-Pay will depend on:

  1. Delete a Payer that doesn't have a Bank Account, Credit Card or Auto-Pay Terms
  2. Delete a Payer that has a Bank Account, Credit Card or Auto-Pay Terms

For more information regarding the two different scenario's refer to the following information


Delete a Payer that doesn't have a 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 a Bank Account, Credit Card or Auto-Pay Terms

  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 > Click 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?'

Errors

If you try to delete a Payer that has a Bank Account, Credit Card or Auto-Pay Terms associated with it, you will receive the following error: An error occurred while updating the entries.  See the inner exception for details.