How Do I Delete a Future Payment Request?

Navigation: Financials > Upcoming Payments

In some circumstances, you may wish to delete a payment request for one or many of your contacts - to find out how to do this, follow the steps below:

 Upcoming Payments

 Step 1: In order to delete a request that has already been scheduled go to ‘Financials’ > ‘Upcoming payments’.

Step 2: Tick the box alongside the category/class name you wish to delete a payment request for and click ‘Next’.

Step 3: You will then see a list of all contacts you have requested a payment request to be sent out for. You can either choose to delete the request for one contact by ticking the box alongside their name, or you can delete the request en masse by ticking the box alongside name which will select all contacts.

Step 4: Once you have selected the contacts you wish to delete the payment request for, hover over ‘Actions’ and click ‘Delete payment request’.

Step 5: A pop-up box will appear asking ‘Remove payment request(s)’, if you are happy to remove the request(s) click ‘OK’.

Step 6: Your screen will update with the payment request(s) removed, if you are happy with the remaining requests, click ‘Save and Finish’.

Once you have followed these instructions you will have successfully deleted your payment request(s).