We inadvertently triggered payments to a test account. When issuing payment, I unchecked the boxes not to get paid, but I need to remove them from the payables permanently. How do I do this?
Moving the Payments
Expand the arrow on the accounts.
You will see a Move button. If clicked, you can force it to forfeit the payment and give a reason behind why (like "this is a corporate account). This action will move that payment to the Forfeit tab; meaning, commissions earned will not have the payout option.
Read more: Reviewing and Adjusting Payables
Prevent Future Accidental Payments
Admin: Corporate Office
Page: Administration > Associate Statuses
To prevent test payments from ending up under the Pay tab, you can create an Associate status.
Select the Forfeit Commission Status so that commissions are forfeited automatically if a person is set to that status.
What happens to forfeits? Do they stay on a list forever?
The payable will eventually expire and won’t remain on the page forever. The forfeited payables stay out of the way, under the Forfeit tab, when making payments, so there isn’t the risk of paying them out.