How to Edit Your Offer | C2FO Help Center
How to Edit Your Offer
Written by Lauren Bock
June 15, 2026
Where to Edit an Offer
You can manage an active offer from two primary locations:
| Location | Best for... |
| Offer Activity | Quickly editing a rate or participation for a specific division using the actions menu (the three dots at the end of a row). |
| Division Details Page | Editing the rate and participation from the header banner, or managing individual invoices on the Eligible invoices tab. |
1. Edit Your Rate
For Name Your Rate divisions with participation turned on, follow these steps:
- Open Offer Activity.
- Expand the customer section and find the specific division.
- Open the division actions menu (the three dots at the end of a row).
- Select Edit Rate.
- 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: Offers with an Express Accept or Preferred Rate status cannot be turned off.
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 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)
4. 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.
- A Preferred Rate offer is locked for the current term (please Contact Support to discuss renewal options).