Overview
You can easily update the payer, description, and reference for a payment after you've created the payment.
How To Edit A Payment
Go to the Payments list page from left navigation bar
Search or filter payments
Click the "..." three dots icon from the Actions column for a payment
Click "Edit Payment"
You will be redirected to the payment edit page
Select Payer
Edit Reference
Edit Description
Click "Attach From Computer" to upload files for a payment
Click "Save"
You should see your changes updated in the payments list table and the payment allocations page. You may need to refresh the page to view updates.
If you have any questions, please feel free to contact us.