Notes Concerning Payment Status

Keep in mind the following points when working with the Payment Status field:

  • In Aptify's standard installation, all payments applied on an order as an initial payment have a Posted status. Payment Status is only applicable to payments created from the Payments service that are then applied to orders without outstanding balances.
  • By default, when you open a new Payments record, the Payment Status field is set to Posted by default.
  • A user can save a new Payments record only with a Payment Status of Pending, Posted, or Exception.
  • A user can change a Pending, On Hold, or Exception payment to Posted.
  • A credit card payment with a Pending status is not submitted for authorization to a third-party merchant account (like PayPal), if otherwise applicable. Note that if the authorization fails when changing a pending payment to posted, you will need to create a new Payments record to reenter the credit card number. For security purposes, the credit card number field is replaced with the partial credit card number after a Payments record is saved for the first time and the card number cannot be modified.
  • A user cannot manually set the Payment Status to Batched. Only the Payment GL Batch wizard change a payment's status from Posted to Batched.
  • Your use of the Payment Status field will depend upon your organization's business rules. Contact your system administrator or accounting department for assistance if necessary.

Related Topics

How to Process Payments

Recording Payments Using the Payments Service

Recording a Payment in a Different Currency than the Order

Using the Automated Clearinghouse Payment Type

Managing Payment Types

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