When You Can Cancel a Payment
You can cancel (delete) a payment request at any time during the assessment period. This applies as long as the payment is still pending or under review.
Cancelling at this stage gives you flexibility if you notice an error, change your plans, or need to make adjustments.
Key Points:
Draft or In Review: Payments in this stage can be canceled immediately.
Not Yet Approved: As long as the payment has not moved to the “Approved” or “Scheduled” stage, cancellation is possible.
Example:
If you submit a payment request but later realize the invoice amount is incorrect, you can cancel the request while it is still “In Review” and submit a corrected version.
When You Cannot Cancel a Payment
Once a payment request has been approved and scheduled, it becomes locked in. At this stage, cancellation is no longer possible. This ensures that payments remain reliable and predictable for suppliers, who depend on the scheduled transactions.
Key Points:
Approved: Cannot be canceled.
Scheduled for Processing: Cannot be canceled.
Why This Matters:
Ensures suppliers receive payments on time.
Protects the integrity and reliability of the Cloudfloat system.
Prevents accidental disruptions to scheduled transactions.
Need Help?
If you have questions or need further assistance with a payment request, our Customer Success team is ready to help.
Contact us at: [email protected]
We’re happy to guide you through the process and ensure your payments are managed correctly.