Gain essential knowledge on editing or canceling a submitted Bill Payment request and find necessary steps to modify or cancel your transaction successfully.
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Cancelling Bill Payment Requests
As a Drafter, you cannot edit your Bill Payment requests, instead you can cancel it and create a new Bill Payment request with the same invoice. Cancelling your request can only be done within a specific timeframe. The cancellation window remains open until the Releaser releases the funds for the transfer. On the other hand, Jack users cannot edit their ongoing Bill Payment request to avoid misalignment between the Drafter and Approver/Releaser.
As a Releaser, you also have the ability to cancel Bill Payment requests in the 'Scheduled' and 'Payment Delayed' states only. You can find more information on how to cancel scheduled payments in this article.
In this article, we will run you through the simple steps to cancel a Bill Payment request by Drafter, either scheduled or direct transaction.
Cancelling Bill Payment through Jack Portal
Drafter can cancel their Bill Payment request through Jack Portal by following these simple steps:
In Jack Portal, click Transactions, then inside My Transaction, you can see the list of your created transactions. Select the Bill Payment request that you want to cancel (for easier tracking, you can filter Type = Bill Payment).
You can see the details of the Bill Payment such as Recipient, Issue Date, Due Date, and Amount. At the bottom of the page, you can click Cancel Request.
You will see a confirmation page regarding the cancellation of your submitted Bill Payment. Ensure that this is the correct invoice you would like to cancel.
Input your cancellation reason, then click Cancel Request to confirm your cancellation regarding the Bill Payment request.
Finally, you have canceled a submitted Bill Payment request successfully.
An email notification will be sent to the Approvers who have approved your request.
You can check the list of your canceled Bill Payment requests by going to Transactions in Jack Portal and filter by Type and Status.
Filter the Type by Bill Payment and Status by Cancelled, then you will be able to see all your cancelled Bill Payment requests.
If the status of your Bill Payment request has changed to “Cancelled”, rest assured that your transaction will not proceed, and the funds will not be released. You can submit the new request using the same invoice(s) by following the easy steps here.
Cancelling Bill Payment through Jack App
Drafter can cancel their Bill Payment request through Jack App by following these steps:
In Jack App, click the Transactions menu in the navigation bar.
You can see the list of your created transactions. Select the Bill Payment request that you want to cancel (for easier tracking, you can filter Type = Bill Payment).
You can see the details of the Bill Payment such as Recipient, Issue Date, Due Date, and Amount. At the bottom of the page, you can click Cancel Request.
Input your cancellation reason, then click Cancel Request to confirm your cancellation regarding the Bill Payment request.
Finally, you have canceled a submitted Bill Payment request successfully.
An email notification will be sent to the Approvers who have approved your request.
You can check the list of your canceled Bill Payment requests by going to Transactions in Jack App and filter by Type and Status.
Filter the Type by Bill Payment and Status by Cancelled, then you will be able to see all your cancelled Bill Payment requests.
After cancelling the Bill Payment request, you can simply request a new one with the same invoice if needed.
Editing Bill Payment Requests
As a Drafter, you cannot edit your Bill Payment requests, instead you can cancel it and create a new Bill Payment request with the same invoice. But as an Approver or Releaser, you can edit the Subtotal Items as well as Fees & Taxes of the Bill Payment request. This can be particularly important if you feel that some items are out of policy or there are other fees that need to be added/subtracted.
Editing Bill Payment through Jack Portal
Approver and Releaser can edit Bill Payment requests through Jack Portal by following these simple steps:
In Jack Portal, click Transactions, then inside My Transaction, you can see the list of your created transactions. Select the Bill Payment request that you want to cancel (for easier tracking, you can filter Type = Bill Payment).
Click the Change Details button in the Summary section and it will direct you to the Edit Summary page where you can do any modification.
Like Drafter, you can add, edit, or delete the items subtotal as well as fees & taxes. We have provided some predefined taxes, such as PPh 21, PPh 23, and PPN, but you can always customize your own fees or taxes, such as shipping fees, discounts, etc. Don’t forget to click the Save Changes button after editing.
Then, as an Approver or Releaser, you can continue the approval process by following this article.
Editing Bill Payment through Jack App
Approver and Releaser can edit Bill Payment requests through Jack App by following these simple steps:
Open the Jack App, in the Home menu, you will be able to see the pending tasks, as well as alerts and attention items. Click on See all to view all pending tasks.
Select Release Payments.
Choose the Bill Payment that you wish to review.
Click the Edit button in the Summary section and it will direct you to the Edit Summary page where you can do any modification.
Like Drafter, you can add, edit, or delete the items subtotal as well as fees & taxes. We have provided some predefined taxes, such as PPh 21, PPh 23, and PPN, but you can always customize your own fees or taxes, such as shipping fees, discounts, etc. Don’t forget to click the Save Changes button after editing.
Then, as an Approver or Releaser, you can continue the approval process by following this article.
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