Edit A Payment

How To Edit A Payment For A Client In ZenCase

Christine Clark avatar
Written by Christine Clark
Updated over a week ago


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.

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