Changing the Status of a Payment

Can I change the status of any payment?

To prevent issues with membership billing, you cannot change the status of any payment unless the EFT has been in a Pending state for at least 2 weeks from the last processed/attempted date. This is a rare scenario where an EFT attempted using ACH remains in a Pending state indefinitely. In this situation, you will need to manually update the status of this payment as described below.

To change the status of a payment

If an EFT has been in a Pending state for 2 weeks or more, the Change Status button will be enabled in Membership Manager.

1. In the Membership Recurring Payment Schedule section, select the Pending payment that you wish to change. As a reminder, only EFTs that have been in a Pending state for 2 weeks or more will allow for a status change.
2. Select Change Status. You will be presented with a prompt that displays a Payment Reference ID and other relevant information. The prompt explains that you should verify with your processor the status of the payment and to reference that ID when doing so.
   1. If the processor says that payment was collected, change the status of the EFT to Paid in Membership Manager. You will have the option to generate associated accruals with that payment.
   2. If the processor says that payment was not collected, change the status of the EFT to Suspended in Membership Manager, and the Billing Engine will make another attempt to process this payment the next time it runs.
3. Select Yes on the confirmation message to update the status.