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Conga Support

Editing a Payment Stream

You can easily edit the information captured for the payment records in a payment stream.

  If you have created a payment forecast for a payment stream, you should re-create the payment forecast whenever you update the payment stream.

The payment streams associated with a contract are edited from the Payments browse screen in a Contract Profile.

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A

Payments link

Click to display the Payments browse screen.

B

Payment Stream

Locate the payment stream you want to edit.

C

Edit icon

Click the icon to display a screen that allows you to edit a payment stream.

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D

Stream Name field

If you want to change the name of the payment stream, type over the existing text.

E

Stream Type list

If you want to change the stream type, make a different selection in the list. The options are Incoming and Outgoing.

F

Payment record

Click inside a field for any payment record to make it editable, and update the information, as needed.

Note: The only fields that are not editable are Created By, Created On, and Stream, which is used in payment forecasting.

G

Add Payment button

Click if you want to add another payment to the payment stream.

H

Delete icon

If you want to delete a payment record, click on its Icon Delete icon.

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