This article will explain when and how you can delete payment requests.
Overview:
- When can a payment request be deleted?
- How to delete a payment request
- How to delete a recurring payment request plan
After creating a new payment request, you may realize that it needs to be canceled. This can apply if the request is sent to the wrong contact, on the wrong date, or for the wrong amount.
Note: the user permission "Add/Edit Payments and View Outstanding Bill/Invoices" is required to delete a payment request.
When can a payment request be deleted?
When a payment request is created, an email is queued and then sent to the contact. After receiving the email, the contact is next required to connect their bank account to Cashflow. Upon completion, the contact will review and then confirm the payment.
How to delete a payment request
To delete a payment request:
- Go to the Receive Payments tab
- Under the Receivables History list, find and select the payment request
- Select Cancel Request (found under "Resend Request Email")
- Select Yes to confirm
How to delete a recurring payment request plan
If you're also using a recurring payment request plan to automate the creation of payment requests, you may also need to cancel the recurring payment request plan.
To delete recurring a payment request plan:
- Go to the Receive Payments tab
- Under the Receivables History list, find and select the payment request.
- Under the section Recurring Plan Details, in the Status field, select Cancel Request
- Click Confirm
Upon completion, the contact will receive email notification of the cancelled recurring payment request.