In some circumstances, you may wish to change the amount owed within a payment request which is being sent out to your contacts - to find out how to do this, follow the steps below:
Step 1: In order to change the amount owed on a request that has already been scheduled go to ‘Financials’ > ‘Upcoming payments’.
Step 2: Tick the box alongside the category/class name you wish to change the amount owed for and click ‘Next’.
Step 3: You will see a list of all contacts you have requested a payment request to be sent out for. If you wish to only amend one contact’s amount owed you can manually change the amount by clicking in the ‘Amount’ field alongside the contact name, enter the new amount owed and then click ‘Save and Finish’.
Step 4: If you wish to change the amount owed en masse, select all names (using the tick box next to the ‘Names’ column) and hover over ‘Actions’ then click ‘Change amount to be requested’.
Step 5: Enter the new amount owed and click ‘Apply’. You will see the amount change behind the pop-up box. Then close the pop-up box.
Step 6: Scroll through your requests and make sure you are happy for these requests to be sent, when you are happy with the requests click ‘Save and Finish’.
Once you have followed these instructions you will have successfully changed the amount owed on your payment requests.