Improved Payment Security & Cleaner Records

We're introducing a new safeguard to streamline your payment process and eliminate common issues when helpers are deleted.
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When a helper associated with a payment card is deleted, Gather will now automatically remove or disable the related payment card, depending on its status. This ensures your payment system stays clean, secure, and error-free.

💳 How It Works by Payment Status:

• Proposed Payments:
  These will be deleted automatically.
• Requested Payments:
  The request and card will be deleted. The helper will also lose access, ensuring invoices aren’t completed by deleted users.
• Failed Payments:
  These will be disabled to prevent retrying or accidental charges.
• Succeeded Payments:
  Cards will be disabled to block access to refunds or any additional charges.
• Refunded Payments:
  These will be disabled to ensure no further actions can occur on the refunded transaction.
• Canceled Payments:
  Deleting the associated helper will now prevent you from re-sending an invoice to them.

💡Heads-up when deleting a payer:
We’ve also added a clear warning for Funeral Home users when attempting to delete a payer, so you know exactly what will happen before you proceed.