Integrated Payments Help

Manage Recipients

This section allows you to create or import new recipients or search existing recipients for viewing, modification, copying, approval, deletion and/or activation/deactivation.

Deactivate Recipients

This page allows you to Deactivate Recipients that are in Ready or Entered status.

Actions on this Page

The following actions are available on this page:

  • Confirm Deactivate: existing Recipients.
  • View details: of Recipient information.
  • Cancel: return to previous page.

Steps to Follow

To Deactivate an existing Recipient:

  1. From the ‘Manage Recipients’ main  page enter your search criteria, click on the "Search" button and in the Search Results click on the checkbox(es) beside the applicable Recipient(s).
  2. In the “Select Action” drop down list choose the “Deactivate” option and then click on the “Go” button.
  3. The ‘Deactivate Recipients: Review and Confirm’ page will be displayed.  Once the information has been reviewed select the applicable Recipient(s) by checking the corresponding checkbox(es), then click on the “Confirm Deactivate” button.
    • Note:  Any templates that contain Deactivated Recipients will need to be modified or deleted.  Those templates must be updated prior to use.
    • If you would like to review the details of a Recipient, click on the Recipient ID link, where you will also be able to “Deactivate” this recipient from the Recipient Details page.
    • Clicking on the “Cancel” button on the “Deactivate Recipients: Review and Confirm” page will return you to the Manage Recipient main page.
  4. After clicking on the “Confirm Deactivate” button the ‘Deactivate Recipients: Processed Summary’ page will be displayed.  This page confirms the Recipients that have just been deactivated.  The following information is displayed:
    • The list of recipients that have been deactivated including:
      • Recipient ID
      • Name
      • Address
      • Vendor number
      • Account number
      • Recipient Status
    • Total number of Total Recipients Processed
    • Total number of Recipients Deactivated
    • Number of Recipients with errors that we not able to be processed
  5. The Deactivate Recipient process is complete.  Click on the “Done” button return to the main Manage Recipients page.

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