After you created a payment request, you can make any changes in its structure until your client attempts to make a payment for one of the enclosed invoices.
If your client already made a payment for one of the invoices, you will only be able to edit other invoices within the same payment request.
On your dashboard, click on any invoice within the payment request you'd like to edit
In the bottom, click
In this example, let's say we want to change the number of payment milestone and reduce them from three (50-25-25) to two (50%-50%).
You will need to delete the third invoice by clicking on the X sign and then adjusting the amount of the second invoice to $7,500 (50%) to reflect the new structure of payment request. You will be prompted to confirm the deletion of the invoice to prevent occasional manual errors.
After changes were made, click Continue. You will be offered to adjust payment methods (if needed). Click Finish.
You will be prompted to review and confirm the changes. After you click "Save changes" both you and your clients will receive an email notification about the payment request changes.
Have questions? Reach out to us via [email protected]