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How do I terminate a Contractor?
Anna avatar
Written by Anna
Updated over 4 months ago

Omnipresent facilitates the payment between Contractors and their clients. However, the legal agreement is between the client and the Contractor directly. Omnipresent is not involved in the termination and you do not need to inform Omnipresent when you terminate a Contractor.

You may, however, deactivate a contractor in the OmniPlatform so that you are no longer being charged the monthly management fee. Once deactivated, your contractor can no longer raise an invoice.

Here are the steps to deactivate a contractor:

  1. Go to Contractors page and click on the three-dotted button, click Deactivate

2. If you have invoice(s) from that contractor that are in the Awaiting transfer status, you can either cancel the transaction (if you haven't made the transfer) or wait to receive the fund (if you have made the transfer).

To cancel a transaction, go to the Contractor invoices page, select the invoice that is Awaiting transfer, go to Transaction details tab and click Cancel transaction.

Tick the box and click Yes if you haven't made the transfer.

Go back to the contractor that you want to deactivate.

3. If you have invoice(s) from that contractor that are in the Open status, you can either pay the invoice or do nothing. You can still deactivate a contractor even if they have Open invoices.

You will be shown your outstanding fees, and you will be sent an invoice separately to settle the outstanding fees. Tick the box to confirm and click Deactivate.

4. Your contractor now has Inactive status and can no longer raise an invoice. You should receive a confirmation email.

5. If your contractor is covered under OmniProtect, deactivating the contractor also means terminating the OmniProtect coverage.

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