When can a transaction be edited or deleted?

A transaction can be edited or deleted only when its status is Open — meaning it has been created but not yet submitted to the bank for collection.

Two additional conditions must be met:

• The transaction must not be linked to a payment plan. Transactions that are part of a payment plan are locked and cannot be modified individually.
• The transaction must not have any collection history. Once a transaction has been included in a batch sent to the bank, even if it later failed, it can no longer be changed.

When can a transaction NOT be edited or deleted?

The following statuses prevent any editing or deletion:

• Offered — The transaction has been submitted to the bank and is awaiting feedback. No changes are possible until feedback is received.
• Paid — The transaction was successfully collected. Editing or deletion is not possible.
• Failed — The transaction could not be collected. It has collection history and can no longer be modified.
• Unsettled — The collection process has ended without success. The transaction is locked.
• Archived — The transaction has been archived and is read-only.

What fields can be edited?

When a transaction is still Open, the following fields can be updated:

• Amount — The amount to be collected. Must be a positive, non-zero value.
• Communication to debtor — The message shown to the debtor for this transaction.
• Collection date — The requested collection date. Cannot be set to a date in the past.
• Your reference — Your internal reference number for tracking or bookkeeping.
• Place of purchase — The location associated with the transaction.

Edit a transaction

1. Navigate to a transaction that has the status Open and click on it.
2. Click the Edit button.
   
3. Update the relevant fields.
4. Click Save to confirm.
   

Delete a transaction

1. Navigate to a transaction that has the status Open and click on it.
2. Click the Delete button.
   
3. Confirm the deletion.