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Updating Payment Request Status

Keeping track of and updating a payment request’s status is easy. First of all, go to the Payment requests module in the main menu.

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The top tabs allow you to view All payment requests, Failed payment requests and Charged back payment requests.

To update the status of a payment request, right-click on the record and choose the new status from the Change status to sub-menu.

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The options available to you will depend on the collection method and the current status of the payment request.

Available options for "Manual" collection method:

  • Scheduled can be changed to Received, Failed or Cancelled
  • Due can be changed to Received, Failed or Cancelled
  • Received can be changed to Refunded
  • Failed can be changed to Cancelled
  • Cancelled can be changed to Received
  • Cancelled can be changed to Scheduled if the due date is in the future
  • Cancelled can be changed to Due if the due date is in the past

Available options for "Direct Debit" collection method:

The options for this payment collection method are more limited since the status is updated automatically when PDM receives notifications regarding Direct Debit payments from our payment partner, GoCardless.

  • Scheduled can be changed to Cancelled
  • Received can be changed to Refunded
  • Failed can be changed to Received or Cancelled
  • Cancelled can be changed to Scheduled or Received.