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.
![Click to Zoom](/media/gulgslv3/payment-requests-module.png)
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.
![Click to Zoom](/media/lgvnl1dp/updating-payment-request-status-01.png)
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.