Editing an upcoming payment

If you have a scheduled payment, you are able to edit that upcoming payment. For example, you can go ahead and schedule payments 6 months in advance. If something changes, you can quickly edit payment details without having to start all over!

To edit an upcoming payment, navigate to the Transactions page of the Company Dashboard and then click on the tab called Upcoming. Locate the row of the scheduled payment that you need to edit and then click the three dots under the Manage column. Within the manage page, you will be able to edit fields such as the date and the amount of the payment.

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