Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Overview

You cannot delete a recurring bank payment as it is linked to bank payments that have been created from it.

...

  1. Log onto Readysell>Bank Payments
  2. Populate onto the list view the field of STATUS
  3. Select from the Status OPEN

    Expand
    1. Image Modified


  4. Click on the heading 'Recurrence type' to sort it in order 
  5. Search for the Payment set to have a type of Recurrence Highlight the recurring payment you no longer wish to use. Note the bank payment number

    Expand
    1. Image Modified


  6. Highlight the recurring payment you no longer wish to use and note down the transaction number
  7. Change the date to be todays today's date
  8. Click on Save
  9. Go to each line on the bank payment and change the value to be zero on all
  10. Click on Save
  11. Click the 'General Tab in the detail area
  12. Change the type to NONE


    Expand
    titleShow me


  13. Click on Refresh to SAVE
  14. Click Go back and search for that transaction number 
  15. Click on Finalise