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.

Delete Recipients

This page allows you to Delete existing Recipients.

Steps to Follow

To Delete an existing Recipient:

Manage Recipient Main page

  1. From the ‘Manage Recipients’ main page enter your search criteria, click on the "Search" button and in the Search Results click in the checkbox(es) beside the applicable Recipient(s).
  2. In the “Select Action” drop down list choose the “Delete” option and then click on the “Go” button.

Delete Recipients: Review and Confirm page

  1. The ‘Delete 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 Delete” button.
    • Note:  Any templates that contain Deleted 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 “Delete” this recipient from the 'Recipient Details' page.
    • Clicking on the “Cancel” button on the ‘Delete Recipients: Review and Confirm’ page will return you to the 'Manage Recipient' main page.

Delete Recipients: Processed Summary page

  1. After clicking on the “Confirm Delete” button the ‘Delete Recipients: Processed Summary’ page will be displayed.  This page confirms the Recipients that have just been deleted.  The following information is displayed:
    • The list of recipients that have been deleted including:
      • Recipient ID
      • Name
      • Address
      • Vendor number
      • Account number
      • Recipient Status
    • Total number of Total Recipients Processed
    • Total number of Recipients Deleted
    • Number of Recipients with errors that we not able to be processed
  2. The Delete Recipient process is complete.  Click on the “Done” button return to the main 'Manage Recipients' page.

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