How to Edit Your Offer

Written by Lauren Bock
June 15, 2026

After you submit an offer, you can change your rate, participation, schedule, and included invoices without starting from scratch—depending on the offer type.

Where to Edit an Offer

You can manage an active offer from two primary locations:

1. Edit Your Rate

For Name Your Rate divisions with participation turned on (or an active schedule), follow these steps:

1. Open Offer Activity.
2. Expand the customer section and find the specific division.
3. Open the division actions menu (the three dots at the end of a row).
4. Select Edit Rate.
5. You will be taken to the Build Offer screen, where you can adjust your invoices, frequency, and rate before resubmitting.

💡 Tip: You can also edit the rate directly from the offer banner on the division details page by clicking the pencil icon next to the rate.

⚠️ Note: Edit Rate is exclusively available for Name Your Rate divisions. Fixed Rate and Variable Rate divisions use market-defined rates. Preferred Offers and Express Accept Offers cannot be edited.

2. Turn Participation On or Off

Participation controls whether your offer is actively live in the market.

Turn Participation Off

Turning participation off stops your offer from applying to new invoices. Use this to pause or cancel an ongoing offer via any of these pathways:

• Offer Activity → division actions menu → Turn Participation Off
• Division details page → use the participation toggle on the offer banner
• Offer Activity → customer actions menu → Turn Participation Off (this applies to all divisions for that specific customer)

⚠️ Note: Express Accept and Preferred Rate offers cannot be turned off. If the division has an offer schedule instead of a simple on/off toggle, use Delete Schedule or edit the schedule (see below).

Turn Participation On

When participation is off, you can resume it by opening the customer or division actions menu and choosing Turn Participation On. You will be taken to Build Offer to set up your terms so participation can resume.

3. Edit or Delete an Offer Schedule

If the division uses an offer schedule (recurring participation automated on a calendar), use these options:

• Edit Schedule: Change your active schedule windows by going to Offer Activity → division actions menu.
• Delete Schedule: Remove the automated calendar completely. You will be asked to confirm whether participation should stay turned on or off after removal.

💡 Tip: You can also manage schedules by going to Early Pay → Automation.

⚠️ Warning: Saving an ongoing schedule may replace an active custom schedule. Always confirm the summary details before saving your changes.

4. Edit Which Invoices are in the Offer

When participation is turned on, you can manually include or exclude invoices to change what your offer will clear:

• Division details page → Eligible tab
• Invoice Central → Eligible tab
• Build Offer → Edit Invoices (available when building or adjusting selections)

5. Submit a New Offer Instead

If participation is currently turned off and you want to create a completely fresh one-time or recurring offer, use the Build Offer tool accessible from Offer Activity, Invoice Central, or the left navigation panel.

Why is Editing Unavailable?

You may be unable to edit your offer if:

• Your account permissions are restricted to read-only.
• The market is closed or processing: Please wait for processing to finish, or turn participation off first if the UI allows it.
• The division has invoice automation rules: Invoice edits may be limited until rules are updated on the Automation page.
• A Preferred Rate offer is locked for the current term (please Contact Support to discuss renewal options).