--- title: How to delete payment reminder workflows? description: For removing a reminder workflow, please follow the steps below --- [Skip to content](https://help.peakflo.co/how-to-delete-payment-reminder-workflows#main-content) [![PEAKFLO LOGO GRAM\_NO BG-1](https://help.peakflo.co/hs-fs/hubfs/PEAKFLO%20LOGO%20GRAM_NO%20BG-1.png?width=117&height=30&name=PEAKFLO%20LOGO%20GRAM_NO%20BG-1.png)](https://peakflo.co/) - [Go to Customer Portal](https://help.peakflo.co/tickets-view) - [Go to peakflo.co](https://peakflo.co/) Open main navigation Close main navigation - [Go to Customer Portal](https://help.peakflo.co/tickets-view) - [Go to peakflo.co](https://peakflo.co/) Hello! How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.peakflo.co/?hsLang=en) 2. [Accounts Receivable](https://help.peakflo.co/accounts-receivable?hsLang=en) 3. [Workflow Management](https://help.peakflo.co/accounts-receivable?hsLang=en#workflow-management) # How to delete payment reminder workflows? ## For removing a reminder workflow, please follow the steps below 1\. Go to **"Settings"** from the left side navigation bar.  ![Screen Shot 2023-08-16 at 22.06.34](https://help.peakflo.co/hs-fs/hubfs/Screen%20Shot%202023-08-16%20at%2022.06.34.png?width=450&height=383&name=Screen%20Shot%202023-08-16%20at%2022.06.34.png) 2\. Click the **"Accounts Receivable Workflows"** under the **"Receivables"** section.  ![Screen Shot 2023-08-16 at 22.13.00](https://help.peakflo.co/hs-fs/hubfs/Screen%20Shot%202023-08-16%20at%2022.13.00.png?width=450&height=369&name=Screen%20Shot%202023-08-16%20at%2022.13.00.png) 3\. Hover over the workflow you wish to delete. Click on the delete icon from the right side of the workflow.  ![Screen Shot 2023-08-17 at 07.17.55](https://help.peakflo.co/hs-fs/hubfs/Screen%20Shot%202023-08-17%20at%2007.17.55.png?width=600&height=285&name=Screen%20Shot%202023-08-17%20at%2007.17.55.png) 4\. Click on **"Yes"** to remove the workflow.  ![Screen Shot 2023-08-17 at 07.22.53](https://help.peakflo.co/hs-fs/hubfs/Screen%20Shot%202023-08-17%20at%2007.22.53.png?width=450&height=209&name=Screen%20Shot%202023-08-17%20at%2007.22.53.png) **If customers are still enrolled in the workflow, you cannot remove the workflow. First, the customers need to be untagged and then the workflow could be deleted.**  5\. To proceed with the workflow removal, click on **"Untag customers"**. ![Screen Shot 2023-08-17 at 07.18.06](https://help.peakflo.co/hs-fs/hubfs/Screen%20Shot%202023-08-17%20at%2007.18.06.png?width=450&height=181&name=Screen%20Shot%202023-08-17%20at%2007.18.06.png) 6\. On this page, you will be able to update customers' attributions in bulk.   ![Screen Shot 2023-08-17 at 07.26.53](https://help.peakflo.co/hs-fs/hubfs/Screen%20Shot%202023-08-17%20at%2007.26.53.png?width=600&height=430&name=Screen%20Shot%202023-08-17%20at%2007.26.53.png) 7\. Find the **"Workflow Template Title"** column and click on the filter icon next to it. Choose the workflow that you want to remove from the list and then click on **"Apply"**. ![Screen Shot 2023-08-17 at 07.27.04](https://help.peakflo.co/hs-fs/hubfs/Screen%20Shot%202023-08-17%20at%2007.27.04.png?width=450&height=590&name=Screen%20Shot%202023-08-17%20at%2007.27.04.png) 8\. Click on the tick box to choose all the customers next to the **"Company Name"** column. ![Screen Shot 2023-08-17 at 07.27.11](https://help.peakflo.co/hs-fs/hubfs/Screen%20Shot%202023-08-17%20at%2007.27.11.png?width=450&height=411&name=Screen%20Shot%202023-08-17%20at%2007.27.11.png) 9\. Click on "Bulk Action on top of the screen and choose "Change Workflow". Then choose the suitable workflow for enrolling the customers.  ![Screen Shot 2023-08-17 at 07.27.16](https://help.peakflo.co/hs-fs/hubfs/Screen%20Shot%202023-08-17%20at%2007.27.16.png?width=450&height=455&name=Screen%20Shot%202023-08-17%20at%2007.27.16.png) 10\. Repeat steps 1 to 4 to successfully remove the workflow.  - [New to Peakflo?](https://help.peakflo.co/new-to-peakflo?hsLang=en) - [Accounts Payable](https://help.peakflo.co/accounts-payable?hsLang=en#main-content) - [Getting Started](https://help.peakflo.co/accounts-payable?hsLang=en#getting-started) - [Rules](https://help.peakflo.co/accounts-payable?hsLang=en#rules) - [Approval Workflow](https://help.peakflo.co/accounts-payable?hsLang=en#approval-workflow) - [Custom Fields](https://help.peakflo.co/accounts-payable?hsLang=en#custom-fields) - [Vendors](https://help.peakflo.co/accounts-payable?hsLang=en#vendors) - [Purchase Requests](https://help.peakflo.co/accounts-payable?hsLang=en#purchase-requests) - [Purchase Quotes](https://help.peakflo.co/accounts-payable?hsLang=en#purchase-quotes) - [Purchase Orders](https://help.peakflo.co/accounts-payable?hsLang=en#purchase-orders) - [OCR](https://help.peakflo.co/accounts-payable?hsLang=en#ocr) - [Bill Management](https://help.peakflo.co/accounts-payable?hsLang=en#bill-management) - [My Approvals](https://help.peakflo.co/accounts-payable?hsLang=en#my-approvals) - [Goods Receipt Notes & Service Receipt Notess](https://help.peakflo.co/accounts-payable?hsLang=en#goods-receipt-notes-service-receipt-notess) - [Budget](https://help.peakflo.co/accounts-payable?hsLang=en#budget) - [Reconciliation](https://help.peakflo.co/accounts-payable?hsLang=en#reconciliation) - [Reports](https://help.peakflo.co/accounts-payable?hsLang=en#reports) - [Wallet & Transactions](https://help.peakflo.co/accounts-payable?hsLang=en#wallet-transactions) - [Payments](https://help.peakflo.co/accounts-payable?hsLang=en#payments) - [Vendor Onboarding Management](https://help.peakflo.co/accounts-payable?hsLang=en#vendor-onboarding-management) - [Vendor Portal](https://help.peakflo.co/accounts-payable?hsLang=en#vendor-portal) - [WhatsApp Vendor Portal](https://help.peakflo.co/accounts-payable?hsLang=en#whatsapp-vendor-portal) - [Three-way Matching](https://help.peakflo.co/accounts-payable?hsLang=en#three-way-matching) - [Accounts Receivable](https://help.peakflo.co/accounts-receivable?hsLang=en#main-content) - [Getting Started](https://help.peakflo.co/accounts-receivable?hsLang=en#getting-started) - [Invoice Management](https://help.peakflo.co/accounts-receivable?hsLang=en#invoice-management) - [Workflow Management](https://help.peakflo.co/accounts-receivable?hsLang=en#workflow-management) - [Actions](https://help.peakflo.co/accounts-receivable?hsLang=en#actions) - [Customer Management](https://help.peakflo.co/accounts-receivable?hsLang=en#customer-management) - [Customer Portal](https://help.peakflo.co/accounts-receivable?hsLang=en#customer-portal) - [Collections](https://help.peakflo.co/accounts-receivable?hsLang=en#collections) - [Reports](https://help.peakflo.co/accounts-receivable?hsLang=en#reports) - [Credit Notes](https://help.peakflo.co/accounts-receivable?hsLang=en#credit-notes) - [Integrations Page](https://help.peakflo.co/integrations-page?hsLang=en#main-content) - [Basics](https://help.peakflo.co/integrations-page?hsLang=en#basics) - [Peakflo API](https://help.peakflo.co/integrations-page?hsLang=en#peakflo-api) - [Xero](https://help.peakflo.co/integrations-page?hsLang=en#xero) - [NetSuite](https://help.peakflo.co/integrations-page?hsLang=en#netsuite) - [Jurnal](https://help.peakflo.co/integrations-page?hsLang=en#jurnal) - [Quickbooks](https://help.peakflo.co/integrations-page?hsLang=en#quickbooks) - [Microsoft Dynamics 365 Business Central](https://help.peakflo.co/integrations-page?hsLang=en#microsoft-dynamics-365-business-central) - [Microsoft Dynamics 365 Finance & Operations](https://help.peakflo.co/integrations-page?hsLang=en#microsoft-dynamics-365-finance-operations) - [Zalo](https://help.peakflo.co/integrations-page?hsLang=en#zalo) - [SFTP](https://help.peakflo.co/integrations-page?hsLang=en#sftp) - [SAP](https://help.peakflo.co/integrations-page?hsLang=en#sap) - [Travel & Expense Management](https://help.peakflo.co/travel-expense-management?hsLang=en) - [Payment Automation](https://help.peakflo.co/payment-automation?hsLang=en) - [Reports](https://help.peakflo.co/reports?hsLang=en) - [Legal Notes](https://help.peakflo.co/legal-notes?hsLang=en) - [General Questions](https://help.peakflo.co/general-questions?hsLang=en) - [Guides for Partners](https://help.peakflo.co/guides-for-partners?hsLang=en) - [Latest Releases](https://help.peakflo.co/latest-releases?hsLang=en) - [Offboarding](https://help.peakflo.co/offboarding?hsLang=en) - [Peakflo Ticket Portal](https://help.peakflo.co/peakflo-ticket-portal?hsLang=en) - [Peakflo 20X](https://help.peakflo.co/peakflo-20x?hsLang=en) [![Chill listening crop-3](https://help.peakflo.co/hs-fs/hubfs/Gmail-ads_Logo1-min.png?width=55&height=55&name=Gmail-ads_Logo1-min.png "Chill listening crop-3")](http://peakflo.co) peakflo.co Help Center Copyright © 2026, Peakflo