This article will explain when and how you can delete payment requests.
Overview:
- When can a payment request be cancelled?
- How to cancel a payment request
After creating a new payment request, you may realize that it needs to be canceled. This can apply if the request is sent to the wrong contact, on the wrong date, or for the wrong amount.
NOTE: The user permission "Can cancel requests" is required to cancel a payment request.
When can a payment request be cancelled?
When a payment request is created, an email is queued and then sent to the contact. Before a payment attempt is made by the customer and the payment request is in Pending status and can be cancelled, it can also be cancelled if the status is Failed.
If a payment request is in Processing status or is marked as Paid, it cannot be cancelled. Please see the article on refunding or voiding a transaction if it's been marked as paid.
How to cancel a payment request
To cancel a payment request:
1. On the Home page, click the RECEIVE card.
Note: it is worth noting that you can also access the Receive Payments page through the Menu and select Receive.
2. Select Receivables History to display all receivables.
3. In the Receivables History page, locate and select the payment request you wish to cancel. Select the payment request will open up the transaction details page. At the bottom of the transaction details page, select Cancel Request.
4. Once the payment request has been cancelled, the status displayed at the top of the transaction details page and in the receivables history will be Cancelled and in red.
