How do I manage my payers and recipients?

Edit a payer

1. Click the Payer List button.
2. Choose the payer to be edited.
3. Make the necessary changes to the fields.
4. Click Save. 

Edit a recipient

1. Click the Payer List button.
2. Double click on the payer name.
3. Choose the recipient to be edited.
4. Make the necessary changes to the fields.
5. Click Save. 

Note:  Deleting payers or recipients is permanent and cannot be reversed.  Once a payer or recipient has been deleted from the program, it can only be restored from a previously existing backup.

Delete a payer

1. Click the Payer List button.
2. Choose the payer to be deleted.
3. Click the Delete Payer button at the top of the payer list. 

Deleting multiple payers

1. Click on the Utilities menu.
2. Choose Delete Multiple Payers.
3. Choose the payer(s) to be deleted.

Note: To select multiple payers press and hold the Shift or Ctrl key and click in the gray grid area on the left of the payer TIN for each payer you wish to select. You can also select all payers by pressing the Ctrl and A key on the keyboard or by checking the Select All Payers box.

4. Click Delete.
5. Click Yes to confirm the deletion process.
6. Click OK. 

Delete a recipient

1. Click the Payer List button.
2. Double click on the payer name.
3. Choose the recipient to be deleted.
4. Click the Delete Recipient button. 

Deleting multiple recipients

1. Click on the Payer List button.
2. Choose the payer whose recipients will be deleted.
3. Close the Payers & Recipients window.
4. Click on the Utilities menu.
5. Choose Delete Multiple Recipients.
6. Choose the recipient(s) to be deleted.

Note: To select multiple recipients press and hold the Shift or Ctrl key and click in the gray grid area on the left of the recipient TIN for each recipient you wish to select. All recipients can be selected by pressing the Ctrl and A keys on the keyboard or by checking the Select All Recipients box.

4. Click Delete.
5. Click Yes to confirm the deletion process.
6. Click OK.