A member's payment has been taken in the cash closing but finally rejected. I have to declare a payment incident.
The payment concerned is Direct Debit ...
To know what to do in the case of a Direct Debit, I click HERE.
STEP 1 : GO TO THE FINANCIAL TAB IN THE MEMBER FILE
Go to the financial tab in the member file of the member concerned, and show "All the operations" ; then select "Payments" in the "Search" file. This enables to get the list of payments.
STEP 2 : FIND OUT THE PAYMENT TO DECLARE AS AN INCIDENT
In the list of payments, you will find out the payment you have to declare as an incident. (Here, it is a £33.39 payment by card).
STEP 3 : FROM THE THREE DOTS
Click on the three dots and choose "Declare an incident".
STEP 4 : DECLARE THE INCIDENT AND COMPLETE THE ACTION
After clicking on "Declare an incident", select a type of incident in the roll-up list (Here, for example, it is a failed payment).
You can provide a precise description if necessary.
After clicking on "Next", a message notifies that the incident has been successfully saved. Then you can click on "Back to payment".
STEP 5 : CHECK THE ACTION
To check the action you have just done, you can show the 'Incidents only' and the incident just saved will appear as 'In progress'. It is duly declared and taken into account for the payment.
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