TRANSACT: Handling failed automatic payments

To re-process the payment for an automatic payer you will need to initiate the payment process from the invoice.

  1. Click on the To Do List item on your dashboard "{1} Failed (Automatic) Payments"

  2. Click "view" for the affected invoice

  3. Select "retry payment" from the bottom menu bar. You have two options, either: 

    • Process Payment Manually: here you will see the credit card payment page and can enter details manually over the phone, or

    • Retry Automatic Payment: in this case Transact will initiate another request for funds from the same account

In either case it would be worthwhile discussing with the family to ensure they now have sufficient funds so that there are not payment rejection fees.




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