What is it?
The Automatic Payments widget displays a list of payments that are being/have been processed via the Automatic Payments feature. Read more about this feature at What Are Automatic Payments.
What information am I looking at?
| Column | Description |
|---|---|
| Reference | The Invoice ID. |
| Payer Company | The payer company to whom the invoice has been issued. |
| Type | The payment method used for that payment. |
| Amount | The amount of the payment. |
| Surcharge | The surcharge applicable to the payment, based on the payment method. |
| Submitted | The date the payment was submitted to the payment processor. |
| Scheduled | The date the payment is scheduled to be processed by the payment processor. |
| Processed | The date the payment was fully processed by the payment processor. |
| Status | The status of the payment. |
| Details | The reference of the payment provided by payment processor. |
What can I do with these payments?
The following actions are available through the Actions drop-down available on each of the invoices displayed in this pod.
- Reset: Resets the number of retries that have been done for this invoice to 0. On the next sync the invoice would be re-queued for automatic payment
- Reset & Re-queue: Rests the number of retries that have been done for this invoice to 0 and immediately queues is for automatic payments
- Fix: Allows the user to fix the payment, depending on its status.
- Re-allocate: Enables you to allocate the amount to another invoice for the same payer.
- Pay Using Backup: Not Available. This feature will allow subsequent attempts to process failed payments using a secondary payment method configured for the payer.
