Climate First Bank Business User Help Guide

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Wires and ACH Transactions Deleting a Recipient

If you are assigned the Payee Management entitlement, you have the ability to permanently delete a recipient that is no longer needed. This deletes their contact information from the Business Payments screen, but does not erase the data from any existing payments. To remove a recipient from a saved transaction, you must delete them from the actual transaction.

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In the sidebar, click Wires & ACH . 1. Find the recipient you want to delete, click the (Desktop) or “Delete Payee” (Mobile). 2. Click the Confirm button when you are finished.

icon and select “Delete”

Wires and ACH Transactions: Deleting a Recipient