Skip to main content

How To Edit A Payment's Description, Date, and Payment Method Details

Teachworks Support avatar
Written by Teachworks Support
Updated over 2 months ago

If you've recorded a payment for an invoice and you need to make a change, you can edit the payment's date, method, and description after it's been saved by following the steps below:

  1. Click on "Billing" and then click on "Payments".

  2. Find the payment and click on the "View" icon (looks like a magnifying glass).

  3. Click on the "Options" menu and then click on "Edit".

  4. Make the required changes and submit the form to save your changes.

Did this answer your question?