Pay Batch Pending Transactions

This Help File Page was last Modified on 03/34/2019

<< Click to Display Table of Contents >>

Navigation:  Accounts Receivable System - The Receivables Module > Subscribers Form: Edit View > Auto Draft Setup >

Pay Batch Pending Transactions

This Help File Page was last Modified on 03/34/2019

Sometimes a Subscriber's existing Auto Draft Setup information may need to be updated, or deleted.

When:

1.Any Auto Draft Setup changes are required, and

2.Your Company is using InnoEPay as its Payment Gateway, and

3.There are existing payment transactions for this Subscriber,

 

A Confirmation box with three options will be displayed:

 

HelpFilesAutoDraftSetup-DataChangedQuery

There are pending transactions for this Subscriber

 

1)Yes - Click the "Yes" option to use the new information and to update any pending transactions.

2)No - Click the "No" option to save the changes and the existing payment transactions will be processed with the old (previous) information.

3)Cancel - Click the "Cancel" option to abort the changes.

 

When the "Yes" option is selected, the Pay Batch Pending Transactions dialog will be displayed.

 

HelpFilesAutoDraftSetup-DataChangeDialog

Pay Batch Pending Transactions Grid

 

Modify any Pending Transactions as appropriate (e.g., to coincide with the data changes made in the Auto Draft Setup section).

 

Understanding the Pay Batch Pending Transactions dialog:

There are no options at the top of the Form.

The name of the currently selected Subscriber will be shown at the top of the Pay Batch Pending Transactions dialog.

Each Pending Payment Transaction will be listed in a Grid format.

There is a Ribbon Menu at the bottom of the Pay Batch Pending Transactions dialog's data grid

 

Columns - Select which columns of data are to be displayed:

 

HelpFilesAutoDraftSetup-DataChangeDialog-AvailableColumns

Available Columns

 

Click the asterisk (¬) at the left of the data grid's Header row (see the mouse pointer in the illustration above) to display a list of all of the column names - and associated data - which may be displayed.

By default, all Column Names will be Checked.

Remove the Check mark (Click on the Check to remove it) to hide that column of data from the data grid.

 

Sorting the List - Setting the Order in which the Pay Batch Pending Transactions dialog's data grid is Listed within the Pay Batch Pending Transactions Form:

The default sorted order of the Pay Batch Pending Transactions dialog's List is based on the Pay Batch (Payment's Batch ID Number) - which is ordered from lowest to highest (1 - 9, a-z, then A - Z).

Thereafter, the column that determines the sorted order of the List may be easily changed, whenever needed.

 

Filtering the List - This Pay Batch Pending Transactions dialog's data grid may also be filtered, as needed to define/identify the data that is actually needed.

See the Grids & Lists and the Filter Builder Dialog chapters for much more information about formatting and printing (and exporting) the Pay Batch Pending Transactions dialog's data grid.

 

Editing the Pending Payment Transactions:

Choose which Columns will be displayed.

Locate the record(s) that need to be changed

Select the field which requires the revision.

Use the Tab F key to move from field to field, and/or use the Left fand Right gKeyboard Arrows to to move through each Detail Line Item, also.

Modify as needed.

Click the HelpFilesNavigationMenuSaveIcon on the Ribbon Menu at the bottom of the Pay Batch Pending Transactions dialog's data grid to record the change.

 

To Delete an existing Pending Transaction

Locate the record that needs to be deleted.

Click the HelpFilesNavigatorMenu-StandardDeleteIcon to on the Ribbon Menu at the bottom of the Pay Batch Pending Transactions dialog's data grid to delete it.