---
title: How to delete a payee?
description: This article discusses how to delete a Trust Account payee.
---

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October 9, 2026

# How to delete a payee?

## This article discusses how to delete a Trust Account payee.

CAUTION: When you delete a payee, the information is **permanently** removed from the database. Once a record is deleted it **cannot** be recovered. The event journal is updated to reflect the deletion, including the username, date, and time.

INFO: The system will prevent you from deleting a **payee** having transactions in one or more trust accounts.

### **To delete a payee:**

- Click the ![users](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/users.png?width=15&height=15&name=users.png) **Trust Accounts** drop-down in the left panel of The Mortgage Office®.
- Select **Payees** from the drop-down menu.
- From the grid, select the payee record you want to delete.

TIP: If the record you want to delete is not visible, use the grid's vertical scroll bar to scroll the contents of the grid up or down, or click Find to search for the payee by entering your own search criteria. For additional information see [How to use find](https://help.themortgageoffice.com/knowledge/how-to-use-find?hsLang=en) and [How to use the data grids.](https://help.themortgageoffice.com/knowledge/how-to-use-the-data-grids?hsLang=en)

- Click ![delete with button border outline](https://help.themortgageoffice.com/hs-fs/hubfs/delete%20with%20button%20border%20outline.png?width=37&height=21&name=delete%20with%20button%20border%20outline.png) from the options available on the top panel.
- Click ![YES button](https://help.themortgageoffice.com/hs-fs/hubfs/YES%20button.png?width=64&height=22&name=YES%20button.png) **Yes** to confirm.
- In the **Confirm Delete** dialog window, type the word **DELETE** and click ![OK](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/OK.png?width=64&height=26&name=OK.png) **OK** to delete or click ![](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Jul-26-2023-04-29-08-2466-PM.png?width=65&height=24&name=image-png-Jul-26-2023-04-29-08-2466-PM.png) or the **![black X Exit](https://help.themortgageoffice.com/hs-fs/hubfs/black%20X%20Exit.png?width=16&height=15&name=black%20X%20Exit.png)** in the corner of the assistant to exit.

 

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