To delete payments

Payments may be deleted from either the Payments Summary Form or the Payments Detail Form.

From the Payments Summary Form:

  1. To access Payments, click Payments on the CitiDirect navigation bar and select any link to the process tabs, such as Modify.  The Payments Summary Form appears.  Note:  When deleting payments from the Payments Summary Form, the Delete button is available on the Input/Modify, Repair Req'd, Verification Req'd, Authorization Req'd, or Release Req'd Tabs.

  1. Select the payments to be deleted.  To select multiple payments, drag down sequential lines or hold the CTRL key as you click to select individual lines that are not sequential.

  2. Click Delete.  An Enter a Reason dialog box appears.  In the Enter a Reason dialog box, enter the reason the payment must be deleted.  Note:  You must enter the same reason for all selected payments. If different reasons apply, delete payments from the Payments Detail Form.

  3. Click OK.  The payment is deleted.

From the Payments Detail Form:

  1. From the Payments Summary Form, select the payment you want to delete.  To select multiple payments, drag the cursor down sequential lines or hold the CTRL key as you click to select individual lines that are not sequential.

  2. Click Go to Details.  The details of the first selected payment appear on the Payments Detail Form.

  3. Review the payment details and click Delete.  The Enter a Reason dialog appears. Enter a reason for deleting the payment.

  4. Click OK.  The payment is deleted.

  5. If multiple payments are selected on the summary form, the details of the next selected payment appear.  If you do not want to delete this payment, click Next.  Repeat steps 3 through 5 until all selected payments are deleted.  When the detail form contains the details of the last selected payment, click Next to return to the summary form.

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