How to Edit Transactions

This article was developed to explain how to edit a transaction or multiple transactions within the FORTH CRM. It is divided into the following sections:

• Overview
• How to Access
• How to Use
  • Editing an Individual Transaction
  • Editing Multiple Transactions
• Assistance
• FAQ

Overview

Once a contact has been enrolled, you can access the Enrollment Details page, where the contact's payment schedule is displayed. Depending on your User permissions, you will be able to edit transactions.

How to Access

There are two ways to navigate to the Enrollment Details page:

1. Click the Enrollments tab.

2. Select a customer from the table displayed, and click the green arrow at the end of the contact's row.

Or

2. Click Enrollment from the Client Dashboard (found by clicking the Contacts tab).

How to Use

Editing an Individual Transaction

1. From the "Enrollment Details" page (shown by clicking on the Enrollments tab), be sure the "Transactions" tab (highlighted in orange writing and underlined below) is selected.

2. Click the Notebook and Pencil Icon at the end of the row for the transaction you want to edit.

IMPORTANT: Users can only edit transactions with an "Open" status (see example below). The ONLY exception is if a transaction with the status of "Mark as Pending" manually changes that status to "Mark as Cleared."

3. From the Add / Edit Payment layover window, you can change the transaction. Several fields are available to edit.

NOTE: Items with a red asterisk must be filled out before this transaction can be saved.

4. Use the Action dropdown menu to update the Transaction Status. The options available may include: 

• Cancel Transaction, 
• Save Changes, 
• Mark as Pending, 
• Mark as Cleared, 
• Mark as Returned, 
• Syndicate Split, 
• Delete.

IMPORTANT: If changing to "Mark as Cleared", you are required to add a "Cleared Date" when updating or posting a transaction, or it will permanently default to December 31, 1969. This is so that no monetary transaction is excluded from the trial balance report due to missing data.

If your FORTH CRM instance does not have the Action menu options displayed above, please contact Support@setforth.com.

5. Core transaction fields are required to have an entry in order to save a manually created or edited transaction. These core fields include:

• Auth Via
• Amount
• Process Date
• Action
• Transaction Type
• Sub Type

6. Once you have made your changes, select Save Changes from the Action menu, then click Save at the bottom of the payment popup.

Editing Multiple Transactions

1. Go to the Enrollments tab.

2. Click the green arrow at the end of the contact's row under the Enrolled section.

3. After the Enrollment Details page opens, click Adjust Payments. in the Navigation Bar.

4. From here, you can edit multiple transactions at once by selecting each one that you wish to change.

5. When editing the Process Date with multiple transactions selected, the system will update all selected transactions to the selected day of the month, with the first transaction beginning on the month selected.

Note: The Gateway dropdown option will automatically be pre-selected by the contact's saved payment gateway.

Assistance

If you require assistance with this feature, please contact our support team at support@setforth.com.

FAQ

• Why didn't this transaction process?
  • If you find a scheduled payment has not been processed (it is stuck in Open status), first verify the payment information. Make sure all Credit Card or Banking information is valid and complete.

• I rescheduled a transaction for today (or enrolled a client today, with a payment scheduled for today). Will the payment process?
  • Yes, as long as you schedule the transaction (or enroll the client) before your Payment Gateway's batch time.

• Why can't I process a Credit Card transaction using the Process Now function?
  • If the Process Now option is missing from the action menu, verify that the transaction you are editing is set up as Credit Card Type and is scheduled for today (the day you are trying to process the transaction). If the Process Now option is still missing, contact Support@setforth.com.

• Why are duplicate transactions listed on the Enrollment Details page after enrolling a client?
  • This means that the client was enrolled without a Compensation Template. To correct this, click Edit Enrollment Plan from the Enrollment Details page, select a Comp Template, and save the enrollment plan.
    
  • If you are unsure of what a compensation template does, do not wish to disburse ACH Credit / Fee transactions to Payees, or your selected Payment Gateway doesn't support ACH Credit / Fee transactions, select the Blank template.
    

Article Version History: