# 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:

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:** _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).