How to deactivate contractor's auto-generated draft payments

Description

Auto-generated draft payments are scheduled transactions that are automatically created based on your recurring billing settings. These can include subscriptions, memberships, or any service where payments are regularly deducted

Steps to register contractor without Auto-Generated Draft Payments:

1. Log Into Your Remofirst portal:
   • Begin by accessing your portal account
2. Navigate to Teams:
   • Go to teams to add the contractor’s information
3. Add contractor’s information:
   • Add the contractor’s personal information then press save and continue
4. Navigate to Job Details:
   • Add the job details then press Save and continue once done
5. Compensation Details:
   • Enter all the necessary information
   • Once you reach Payment frequency Choose None so the system wouldn’t generate auto populated payments
6. Once done click on Add Contractor and you’re all set!

Steps to Deactivate Auto-Generated Draft Payments from contractor’s profile:

1. Log Into Your Remofirst portal:

   • Begin by accessing your portal account

2. Navigate to the contractors information:

   • Choose Team from the side and choose the Contractor you’d like to deactivate the auto-generated setting for and click on them to change their settings.

3. Locate Job Details Option:

   • click on Job Details option and then EDIT.

4. Select the Option to Deactivate:

   • Scroll to the bottom and check the details of the payment frequency to ensure you’ve chosen NONE as this will deactivate the auto-generated payment drafts.

5. Confirm the Deactivation:

• Once you’re done click Save to confirm the new settings.

FAQ

• How can I keep track of my payments after deactivating auto-pay?
  
  After deactivating auto-pay, consider setting reminders for upcoming payments or using a budgeting tool to help track and manage your expenses.
• Why would I want to deactivate auto-generated draft payments?
  
  You may want to deactivate them if you no longer require the service, are changing payment methods, or want to manage your finances more closely.
• Will I be charged if I deactivate the payment?
  
  If you deactivate the payment before the next billing cycle, you should not be charged for the upcoming cycle. However, check the terms of service for your specific provider to confirm their policy.

Additional Tips💡

• This will be done to each contractor separately

And you’re all set !