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How do I edit an unpaid charge?

Use this flow when a charge is still editable and you need to update its details before payment is completed.

Entry:

  • [Financials] -> [Charges]

Web​

Open [Charges], find the charge you need, then use the row [Actions] menu to click [Edit].

Charges action menu for Edit

Update the fields you need in [Edit Charge], then click [Save]. Common editable fields include:

  • [Type]
  • [Amount]
  • [Due Date]
  • [Chargeable Period]
  • [Description]
  • [Remark]
  • Attachments

Edit Charge dialog

App​

On the app, you can open [Financials] -> [Charges] to review the charge list, charge details, payment history, and uploaded files. The app does not currently provide an [Edit] action for charges.

Platform differences​

  • Web supports the [Edit] action and the [Edit Charge] drawer.
  • App supports charge lookup and detail review only, without charge editing.

Note:

  • The current menu only shows [Edit] when the charge still meets the editable conditions.
  • Some fields remain read-only for deposit-related, online-payment, or meter-generated charges in the current Web implementation.