Hold payments
The Payment Readiness module enables you to confirm a single payment or multiple payments to a Provider who has been set up for payment.
You can perform Hold actions on payment records using different methods:
- From the landing page, for single or multiple records.
- From the account details page, for a single record.
Hold single or multiple payments from the landing page:
- Select one or more records on the grid by checking their check boxes.
- Click Bulk Actions.
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Select Hold. A confirmation dialog displays
Note: When you select multiple records, you can only confirm full payment, not a different amount.
- Enter a Reason (mandatory).
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Click Apply. A success message displays in the page header.
Payment Status is set to Hold, and an entry in the History logs with the information that was updated is added.
If some of the records cannot be updated:
- An error message displays, prompting you to download a log (in .xlsx format) so that you can determine which records were not updated.
- Select Yes to download the file.
- Click on the file in the task bar to open it. You can view the error details in the log.
Hold a single payment from the account details page:
- From the grid on the landing page, click on a record to open it. The Billing Account Details screen opens.
- Click Actions.
- Select Hold. A hold dialog displays.
- Entered comments (mandatory).
- click Apply to continue.
The following actions enable you to remove a hold:
- Confirm full amount payment.
- Confirm different amount payment (except if multiple records are selected).