The best practice is to make a regular payment (gift/membership/subscription) inactive should it no longer be required. However there is some occasions where you will want to delete a regular payment (ie. duplication)
Inactivation
To inactivate a regular payment go to the Client > Regular Payments (this might be renamed on your system to Subscription or Memberships) – it will be directly below the Payments option
Once showing a list of a clients regular payments – click on the “…” menu and click Inactivate Regular Payment (the terminology may be slightly different if you are running some custom terminology)
On the dialog that appears, you can select a pre-built reason (you can set these up in Setup > Regular Payments > Expiry/Inactivate Reasons) After you have selected a pre-Built reason or typed a manual reason for inactivating the regular payment, click Save Changes
Profiler will then update and show the regular payment as inactive. This will no longer be active and appear on active regular payments reportings.
Removing / Deleting
Should you wish to delete a regular payment, head to the Client > Regular Payments as per above.
Make note of the REG-xxxx number that you wish to delete, the xxxx is the pieces of information we will require. Head to Utilities > Database Management > Delete Regular Payments
Type the xxxx number into the Regular Payment ID field and click Load Regular Payment, and a summary will be shown
If a regular payment has had payments allocated to it – it cannot be deleted – you will need to use the inactivation section as per above
Put in a Reason for Deleting (this will be recorded as an interaction) and when ready to delete click Delete this Regular Payment.
The regular payment will then be immediately deleted.
Deleting is permanent. There is no way to recover a deleted regular payment should it be deleted in error. Please ensure you are deleting the correct regular payment!