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Editing, cancelling and sending reminders

Change a request's wording, add people to it, nudge whoever has not paid, or stop it altogether.

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Written by Maab Saleem

Open any request from REQUESTED to manage it. What you can still do depends on whether anybody has paid and whether the due date has passed.

Before you start

Only the person who sent a request can manage it.

The amount and the due date cannot be changed. Editing covers the title and the description. If the amount is wrong, cancel the request and send a new one.

Managing a request

  1. Open Payment and choose a request.

    The Payment Details window for a request, showing the amounts, the due date and the actions.

  2. Choose Edit to change the title or the description, then Save.

    The Payment Details window in edit mode, with the title and description editable and Save outlined.

  3. Add participants charges more people the same amount. Cancel request stops it.

    The Rules and Actions panel, offering Add participants and Cancel request.

  4. Cancelling asks you to confirm. The request stays on your list with a Cancelled status and nobody can pay it after that.

    The Cancel Request window warning that cancelling keeps the request visible with a Cancelled status and blocks all future payments.

  5. Send reminder beside Payment Requested nudges everybody who has not paid.

    The Payment Requested heading with its Send reminder button outlined.

  6. Each person also has their own reminder, so you can nudge one person without troubling the rest.

    Two people on the request, each with their status and their own reminder bell, with one row outlined.

What you will see

The window says some actions may be disabled. These are the rules behind that:

  • Cancel request stops being available as soon as one person has paid.

  • Edit stops being available once one person has paid, or once the due date has passed.

  • Add participants stops being available once the due date has passed, or once everybody has paid.

All four actions are unavailable on a request that has been cancelled.

If it does not work

  • Everything is greyed out. The request has been cancelled. Send a new one.

  • Cancel request is greyed out. Somebody has already paid. Refund them outside Scoryboard and settle it between you.

  • Add participants is greyed out. The due date has passed, or everybody on the request has paid.

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