Deleting a recurring plan
This article will explain how you can delete a recurring plan on behalf of your customer.
Instructions
Visit Reports → Payments → Recurring
Set the report ‘Start Date’ back the start date back to a suitable date, it will default to 3 months previous. This will only show plans which have been created within in the date range.
Once you have selected the date range and bank account if applicable, click Apply to generate the report.
You can then use the Search feature to search for the name of the person who’s plan you wish to delete.
From there click on the Reference Number and then click Delete.
If the deletion has been successful, you will get a pop up message stating this.
The customer will receive an email letting them know their plan has been cancelled.
If you know the reference number of the customers plan you wish to delete, you can use the search feature on the main dashboard to search for the plan and follow steps 5 → 7 above.