|Doc. Number||Article Title||Effective Date||Version|
|FHC-XX||Pausing / Resuming Clients Payments||February 21, 2023||Basic|
This article was developed to describe the steps involved in pausing and resuming client payments. Pausing refers to a hold preventing a client's transactions from processing. You may choose to manually pause the client if there is a known issue with their ability to process payments. The contact may also be paused automatically by a transaction being returned during processing.
*Please see the Enrollment Settings article for more information regarding settings for automatic pause and the associated workflow status changes.
Manually Pause Payments
Go to the contact's enrollment details page and locate the "Pause Payments" button on the navigation bar. Click the "Pause Payments" button to "Pause" the client.
Once paused you should see a Notice appears on the enrollment details page.
A corresponding message will also appear on the client dashboard.
This client is now 'Paused" and transactions will be excluded from processing until the client's payments have been "Resumed". Once payments "Resume" you may need to adjust transactions that may have passed while the contact was "Paused".
The following Payment Gateways will pause ALL transactions:
ACH Banking, ACH Processing, Achworks, Actum, AMP, Authorize.net, Bluepay, Braintree, CMS, Edebtit, EFTCanada, EPPS, EPS, FEDChex, Forte, Goto Billing, L3, MojoPay, PAN, Payflow, Paypal, Payzang, SAS, TAS, Trans2Pay, USAePay, Vyapay.
The following Payment Gateways will pause ALL transactions except Settlement Payments:
Global Client Solutions
The following Payment Gateways will pause ONLY Credit Card (CC) and ACH Debit transactions:
Once ready to resume payment(s) you will find the "Pause Payments" button has been replaced with "Resume Payments".
*Please note that these actions may update the stage & status of the contact depending on the previously mentioned Enrollment Settings for your account.
After clicking "Resume Payments" you will be taken to the "Adjust Payments" screen where you can reschedule payment(s) that may have been missed. In the example below we are rescheduling all transactions to occur on the 29th starting with August 29th, 2016 (make sure to check the "Process Date" box and that the transaction(s) you wish to edit are checked as well). You may prefer to do this in cases where you are updating all the future transactions with a new process date, like in cases where a contact has difficulty making payments on the original monthly date and wish to move the payment dates to a different day of the month.
As you can see the subsequent transactions are now scheduled on the 29th in each subsequent month (the October transaction was pushed to the next business day after the 29th, as the 29th of that month fell on a non-business day).
You can also bypass this step and adjust the transaction individually from the enrollment details page. Click the edit icon at the end of the row for the transaction you wish to change. You will likely prefer to use this method in cases where you only need to update a single transaction with a new process date.
On the "Add / Edit Payment" layover change the "Process Date" and then select "Save Changes" on the action drop-down and hit "Save".
You will now find that the individual transaction's process date has been updated. In our example, we have a corresponding "ACH Credit / Fee" transaction that was also updated with a new process date.
Article Version History:
|0.2||02/21/2023||Added header and version control footer; refreshed screenshots for improved legibility.|