Once you send a payment request, the request cannot be changed by updating your accounting software. If you modify the recipient or amount on the invoice in your accounting software, then you will need to:
- Cancel the current payment request in Forwardly.
- Re-sync your business data.
- Refresh and resend the payment request using the steps above.
If you don’t cancel the request, it will stay active for the original information.
For example, if you request a payment of $500 from a Client. The Client sees the request and negotiates a change in their bill to only $480. You will have to cancel the request for $500 in Forwardly, resync your software so that we have updated data for the invoice, and send the Client a new payment request for $480 in order to get paid.