Delete Beneficiary

You can delete any saved beneficiary you no longer need. Deletion is permanent — you would need to add them again from scratch if you want to send to them in future.

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Option 1 — Delete from the list

The quickest way to delete a single beneficiary.

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Step 1 — Go to Beneficiaries

Click Beneficiaries in the left sidebar.

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Step 2 — Open the menu

Find the beneficiary you want to delete. Click the three-dot menu (•••) on the right side of their row.

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Step 3 — Select Delete

Click Delete from the dropdown menu.

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Step 4 — Confirm

A confirmation dialog appears:

“Delete this beneficiary?” “This action cannot be undone. You will need to save their details again for faster future payments.”

Click Yes, Delete to confirm. Click No, Cancel to go back without deleting.

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Option 2 — Delete from the detail panel

Use this if you want to review the beneficiary’s details before deleting.

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Step 1 — Open the detail panel

Click the three-dot menu (•••) next to the beneficiary and select View.

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Step 2 — Scroll to Delete

Scroll to the bottom of the detail panel. Click Delete Beneficiary.

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Step 3 — Confirm

The same confirmation dialog appears. Click Yes, Delete to confirm.

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Deleting multiple beneficiaries at once

If you need to remove several beneficiaries:

1. Check the checkbox next to each beneficiary you want to delete
2. A banner appears at the top of the list showing how many are selected
3. Click Delete in the banner
4. Confirm the bulk deletion when prompted

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Troubleshooting

I deleted a beneficiary by mistake Deletion cannot be undone. You will need to add the beneficiary again. Go to the Add Beneficiary page and re-enter their details. The delete option is not showing Make sure you are clicking the three-dot menu (•••) at the far right of the beneficiary row, not elsewhere on the row.