How can I change a payment request once someone has paid?

If the area of the Payment Request you want to amend is greyed out, this means it cannot be changed so you will need to complete the following steps (you will be unable to edit a Payment type, Bank account, the amount on a fixed instalment):

  • Go to Payments.
  • Select the relevant Payment Request.
  • Click edit.
  • Add the word old to the name of the Payment Request.
  • Change the visible to date on the Payment Request to yesterday so this expires the current Payment Request.
  • Click Save.
  • Go to Expired and select the old payment request.
  • Click Clone.
  • Change the name of the payment request to remove Clone and old and the visible to date.
  • Change the other details you want to amend.
  • Click Save.


If you want all the payments made to be on the same payment request, you can record a manual adjustment under the Manual Transaction screen.

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