How do I make a Payment Method inactive?

IF you want to make a Payment Method inactive for an employee (for example, if an employee no longer wants a portion of their wages sent to an account), you must make it inactive on the employee's profile.

Note: To safeguard customers receiving wages, CertiPay Online does not allow you to make a Payment Method inactive, when it is the only Payment Method for the employee. If the employee only has a single Payment Method, you should either edit the existing method, or create the new Payment Method first.

For more information about editing an employee's existing Payment Method, see Updating Payment Methods.

To make a Payment Method inactive, do the following.

  1. From the menu bar, click the Employees menu.
  2. Click the name of the employee you want to update.
  3. Click the Payroll tab.
  4. From the Payment Method section, click the Edit button for the Payment Method to be made inactive.
  5. Clear the Payment Method is inactive checkbox.
  6. Click Save.
    If this is the only Payment Method for the employee, the Edit Payment Method page is redisplayed, with the error message: Trying to disable only configured payment method!

 The Payroll page is displayed and the method is removed from the Payment Method section.

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