Delete Beneficiary

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Deleting Beneficiaries

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Deleting a Single Beneficiary

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Option 1: From Details View

1. Click the three dots (•••) menu next to the beneficiary.
2. Select “View”.
3. Scroll to the bottom of the details panel.
4. Click the “Delete Beneficiary” button.
5. A confirmation dialog will appear: “Delete this beneficiary?”.
6. Read the warning: “This action cannot be undone, and you will need to save their details again for faster future payments.”.
7. Click “Yes, Delete” to confirm or “No, Cancel” to abort.

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Option 2: From Menu

1. Click the three dots (•••) menu next to the beneficiary.
2. Select “Delete” from the dropdown.
3. Follow the same confirmation process as above.

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Deleting Multiple Beneficiaries

1. Check the checkbox next to each beneficiary you want to delete.
2. You can select multiple beneficiaries at once.
3. A banner will appear at the top showing “X selected”.
4. Click the “Delete” button in the banner.
5. Confirm the bulk deletion when prompted.