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Canceling A Transfer For Your Client

  • Updated

If you accidentally submit a transfer for your client that you need to edit, you are able to cancel the initiated transfer. However, this can only be completed if the status indicated "Draft" or "Scheduled," but not "Finalizing." 

To cancel an initiated transfer:

  1. Log into your account at app.zoefin.com
  2. Click on "Transfers" table on the left-hand navigation bar
  3. Locate (via search) which client you would like to cancel the transfer for
  4. Click on the three dots in the far right of the row
  5. Click "Cancel Transfer"

NOTE: This will give the client a notification via email – please reach out in advance as they may have concerns with cancelled transfers on their behalf.