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Release Payments allows authorised users to search for any order to check payment and manually change the its payment status for an order. The feature is there to ensure that any order payment regardless of payment type can be adjusted or transaction notesto and from Approved/Failed. The system will automatically update the order's status based on the change. NOTE - A payment status cannot be changed if the order has been integrated. You can also use Release Payments to add a transaction note against a payment, e.g., reference numbers, added. The system will automatically update the order's status based on the change. NOTE - Payment for integrated orders cannot be changed.receipt reference number.
Features
- Check payment details for any placed order
- Approve or fail a payment (except when the order has been integrated)
- Enter a note against a payment, e.g., official receipt number
- Update the order based on changed payment status (unless order has been integrated)
When the Release Payments page is first loaded, orders placed in the last 72 hours with the following statuses are automatically listed:
- Held - orders placed on hold awaiting special payment release, e.g., payment type needs manual release or payment confirmation has not been received
- In progress - orders awaiting automated release
- Failed - orders marked with a failed payment status
Use the Search to find any order by receipt or invoice number regardless of payment status.
Use Cases
- Approve held bank transfer orders, e.g., EFT, BPay payments, when payments reach your bank account
- Approve or reject an order where payment has not been automatically updated by the system for any reason
- Approve or reject a 'stuck' order - where payment may have been paid or cancelled, to update the order status accordingly.
- Add a transaction reference number or other note to an order payment where that detail is missing.
Step-by-step guide
1. Enable Release Payments
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