Editing a Payment

To edit a payment:

  1. On the account's financials tab, click a payment to open its details slider.
  2. In the details slider, click the pencil icon.
  3. In the slider, make any changes needed to payment information.
    If the payment amount is edited to be less then the amount allocated, you will have to adjust either the payment or allocation before you are able to save your changes.
  4. When your edits are complete, click Save.
  5. You will be prompted to update any associated invoices.
  6. Click the invoice to open its details slider.
  7. Click the blue Update Invoice button to regenerate the invoice document so that it includes the updated payment information.
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