How to Delete a Payer/Company from your Database

Delete Payers/Companies:

1) Select Payers & Recipients from the menu bar then select Manage Payers & Recipients from the drop-down.

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2) Select the payer/company you need to edit from the Payer/Company Name drop-down.

3) Click View/Edit .

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4)  Click DELETE.

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5) A pop-up message will appear confirming you want to delete this payer and all payees' and tax forms associated with the payer. Click YES if you want to proceed or click NO if you no longer want to delete this payer.

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 Note: Any changes to payer/company information will be automatically updated in all related forms.

 

 

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