Deleting Payments

As long as you have not yet booked the payments, you can remove any or all payments from the deal.

To delete a payment

  1. On Your Dashboard, under Action Items, click Saved payment(s) or Saved Fast Track Payment(s).
  2. From the dropdown list beside the payment you want to delete, click Delete.

    Dropdown list beside a payment showing the Delete option

    A confirmation dialog appears asking you to confirm that you want to delete the payment.

    Confirmation dialog asking you to confirm the payment deletion
  3. Click Yes to confirm the deletion.