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