Requests can only be edited if they are still fully or partially outstanding.
If a request is fully paid, it cannot be edited, unless the payment assigned to that request is unassigned first. For more information about unmatching payments, please click here.
When you edit a request, the only details you can change are the amount requested and the calculated fees associated with that request.
You cannot change the due date or the reason for a request. If you wish to change these details instead, you should cancel the request and create it again. For more information about cancelling requests, please click here.
Requests can be edited in three different ways:
- From the requests page
- Click requests on the side menu
- In the search field, enter the reference or the name of the payer for the request you wish to edit and click search (or press enter on your keyboard)
- Find the relevant request
- Click the actions button on the right hand side of the relevant request
- Now click edit
- Make the required changes and click save to apply the changes
- From the wallet page
- Click wallets on the side menu
- Find the relevant wallet
- Click actions
- Select view from the dropdown
- Click the requests tab
- Find the request you wish to edit
- Click the actions button on the right hand side of the relevant request
- Now click edit
- Make the required changes and click save to apply the changes
- From the tenant page
- Click tenants on the side menu
- Find the relevant tenant
- Click actions
- Select view from the dropdown
- Click the requests tab
- Find the request you wish to edit
- Click the actions button on the right hand side of the relevant request
- Now click edit
- Make the required changes and click save to apply the changes