Editing a pending payment lets you change the details of an automatic payment before
it is processed. For example, you can edit a pending payment to change its scheduled
processing date.
This task explains how to edit a pending payment.
-
On the Payments ready for batching or Incomplete payments page, click View next
to the payment to edit.
The Payment window appears and displays detailed
information about the payment.
-
Do one of the following:
- Click Change next to the Scheduled
for field to change the date the payment is
processed.
- Click Transfer log to display previous attempts
to process the payment.
- Click Print to print the payment to
screen.
- Click Email to create an email with a PDF
attachment of the payment details.
- Click Manually Accept to accept the payment
without processing it.
- Click Manually decline to decline the payment and
raise a decline fee against the account.
- Click Cancel payment to cancel the payment
without raising a decline fee against the account.
- Click Manually transfer now to immediately process
the payment.
- Click Close to close the
Payment window.
Note: Before you manually accept or decline a payment, ensure that you reconcile the payment against
your bank records.