Editing a Payment Request in Worksome
To be able to edit a payment request that was sent to your client, you first need to have sent a bill to them. So first step - make sure you've submitted a payment request! ✅
1. Head over to your jobs in your dashboard
Your dashboard will showcase any clients you have a conversation with in “Your jobs in Worksome”
2. Hit the job name to enter the conversation
Once you are inside the conversation with the client, you can view any payment requests that you have submitted.
3. Hit “Edit bill”
You can hit “Edit payment request” to make any changes to a payment request that was submitted.
Important: You will only be able to see the Edit payment request button if a payment request has not been approved yet.
When editing a payment request, you’ll be able to make any changes needed. (Timeframe, Number of days, Expense Reports, Timesheets, or any notes)
4. Save Your Payment Request
Once you've filled in all required fields, please ensure you double-check your total.
And if you're ready to go, hit Save Bill!
After a few seconds, you'll then be able to see the payment request in your Job Conversation, and also follow updates on your Payment request dashboard. You'll see you can also download a copy of the payment request, or invoice (if needed for your records)
Any queries?
Just hit the chat button to your right to chat with the Worksome Support team, or email hello@worksome.com.