Documentation | User Guide

Documentation | User Guide

Cancel a payment agreement

This part of the guide explains how to cancel a payment agreement.

The status of the payment agreement is Open in order to cancel it.

Step 1 - Go to the page List of Payment Agreements

  1. Go to the Payment Agreement module;
  2. Choose the Payment Agreements menu. This action opens the List of Payment Agreements page (512:3001);

Step 2 - Cancel a payment agreement

  1. Find the payment agreement to cancel;
  2. Click the hyperlink of the Payment Agreement No. subject of the request. This action opens the Maintain Payment Agreement page (512:2002).
  3. Go to the Details section;
  4. Capture a Close Date;
  5. Enter a cancel reason;
  6. Go to the Identification section on the top of the page and change the status to Closed;
  7. Click on the Save button. This action confirms the cancellation of the agreement.