How to Reschedule a Transaction

This article describes how to reschedule a transaction within the Forth CRM.

1. To begin, locate the transaction by clicking the Enrollments tab in the CRM and then select "Transactions" from the Navigation Bar, as seen in the image below.

2. Click the Edit icon in the row of the transaction that you wish to reschedule, to open the "Add / Edit Payment" layover window.

3. An "Add / Edit Payment popup window will now open.

4.On the "Add / Edit Payment" popup window, you should see the return code with the reason displayed (see item #1 in the image to the left.   5. Select the new "Process Date." Please note the processing times and cut-offs with your payment processor/gateway (see image #2)   6. Next, select "Re-Schedule" from the "Actions" dropdown menu at the bottom of the window (see item #3), and then click the 'Save' button at the bottom of the Add / Edit Payment pop-up window.   NOTE: If "Re-Schedule" is not an available option, and "Cancel Transaction" is available from the "Actions" dropdown, use that and then recreate the payment.

Rescheduling certain transactions will have different effects.

• Error Processing: Indicates an error when Forth attempts to process the transaction. This means that the Gateway/Merchant Processor did not receive the transaction. When rescheduling this transaction, the system will return it to Open status.
• Rejected: The transaction was completed but Rejected by your Gateway/Merchant Processor. Rescheduling a Rejected payment will keep the transaction as-is and add an entirely new transaction in Open status.
• Return / NSF: The transaction was completed and processed successfully, but the funds were not Cleared. Rescheduling a Returned / NSF payment will keep the transaction as-is and add an entirely new transaction in Open status.
   

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