Marking Transactions Paid & Unpaid

Marking Transactions Paid & Unpaid

Purpose

When the Dealer payout or Insurer payout process is run, the included transactions are automatically marked as paid.
 
The function allows manual manipulation of the paid status of a transaction.  A transaction may be marked as paid if it has been manually paid.  It can be marked as unpaid if incorrectly marked as paid, or if the direct credit batch that marked the transaction as paid failed to process.

Timing

Transactions should be checked prior to the payout process being run for any transaction that:
  1. is unpaid, but should not be included in the payout process       
  2. is marked as paid, but should be included in the payout process

 Access

  1. From within an Account Details dialog |  | Highlight Transaction | 

Process

Unpaid Transactions

The transaction will be marked as paid
The below warning will appear:

Click 


The transaction will be marked as unpaid

 

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