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How do I edit and delete tasks in Payt?

Have you created a task that needs to be edited or deleted? You can easily do this from the timeline of the linked file (invoice, customer, or debt collection case).

Updated over a month ago

Editing a task

  1. Go to the timeline of the linked case (the invoice, customer, or collection case).

  2. Click on the three grey dots on the task.

  3. Select 'Edit'.

  4. Adjust the desired details.

  5. Save the changes.

Deleting a task

A task can only be deleted by the user who created it. An assigned task cannot be deleted by the user to whom the task is assigned.

  1. Go to the timeline of the linked case (the invoice, customer, or collection case).

  2. Click on the three grey dots on the task.

  3. Select 'Delete'.

  4. Confirm your choice to delete the task.

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