Sometimes, you might need to manually remove a customer’s bank account from the Bill Pay Payment Admin Portal. This usually happens when the customer has closed their account, but the update hasn’t yet synced to the portal. Don’t worry—this update typically happens automatically the next time the customer logs in through Single Sign-On (SSO), but in the meantime, you can go ahead and remove the account if needed to prevent any payments from processing post-account close.
Removing a customer's bank account from Bill Pay
- Click on the User Maintenance feature.
- Search for the customer using the search bar at the top of the table.
- Click on the user from your search results list.
Remember, an Admin user profile will have a "person" icon in front of the user name. You'll want to access a user without an Admin designation. - Click the pencil icon next to Funding Accounts. The Edit Funding Accounts box will appear.
- Click the delete icon for the account you wish to remove from Bill Pay.
- A confirmation pop-up will ask you to confirm this action. Click Yes to remove the account, click No to return to the user profile.
