You can edit or remove a payment request as long as your client has not yet approved it.
That means you can still change or delete a request that is:
a draft you have saved but not yet sent, or
requested and waiting for your client to approve it.
You can no longer edit or remove it once it has been:
approved by your client, including automatic approval
rejected by your client
cancelled
If your request was rejected and you need to change something, create a new payment request instead — a rejected request cannot be reopened.
If your request has already been approved
Once your client has approved a payment request — including automatic approval — it moves into payment processing and can no longer be changed or removed in Worksome, by you or by your client.
If something is wrong with an approved request, the client needs to contact Worksome support and include:
the request’s reference number, shown as Ref.# on the Payment Requests page
what needs to change, or why it should be cancelled
Support can cancel the request, and you can then submit a corrected one.
For the full process, including what happens if the payment has already been sent, see How to Cancel or Edit an Approved Payment Request.
Where to find the Edit and Remove options
From the Payment Requests page (the usual route)
Open Payment Requests, find the request in the list, and use the three-dot menu at the end of its row. You will see Edit and Delete.
If a request can no longer be changed, the menu is replaced by a View link so you can still open it and see the details.
Editing a payment request
Make your changes.
Depending on how your contract is set up, you can adjust:
the billing period (start and end dates)
the amount — either your billable time (hours, days or weeks) or a fixed total
the timesheet, including re-entering or re-uploading it
any attached expense reports
your comments to the client
the milestone the request is for, on milestone-based contracts
VAT / tax lines, where they apply to you
Save your changes.
Check the total, then click Save payment request. If you are working on a draft you have not sent yet, the buttons are Save draft and Send payment request instead.
Your PO number is not editable here — it comes from your contract. If it is wrong, ask your client to update it.
Removing a payment request
Click Delete on the Payment Requests page.
Confirm when prompted. On the Payment Requests page the prompt asks "Do you want to delete the request?"; in the conversation it asks whether you want to cancel the bill.
The request is then removed from both your view and your client’s.
You cannot undo this yourself. If you delete a request by mistake, contact Worksome support — they may be able to restore it.
Need Help?
If you have any questions about editing or removing payment requests, feel free to reach out to Worksome Support through live chat or by emailing hello@worksome.com. We’re here to assist!