Deleting a Recurring Fee from an Account

Follow these steps to delete a Recurring Fee from an Account.

How to Delete a Recurring Fee

Step 1: Navigate to the Accounts page.

Step 2: Select the account you would like to delete the recurring fee from

Step 3: Navigate to the Accounts / Recurring Fees page or click the Recurring Fees link towards the bottom of the page.

Step 4: Choose the Category that you wish to remove and select No Plan.

Step 4: Choose the beginning date (FROM) that you wish to stop the recurring fee from being applied.

Step 5: Click Submit. This will terminate the recurring fee from being applied from that date onward.