Name of Feature/Request: Add Clarification Message for Manual Payment Status
What financial, time savings, or quality of life improvements will occur from this: To improve clarity for users by displaying a message that explains manual payments are automatically marked as “approved” because they are manually received and not processed through a payment gateway.Things to Consider:The message should be concise and visible near the payment status field when a manual payment is created.Ensure the message appears only for manual payments to avoid confusion with gateway-processed payments.Confirm that users understand this workflow through proper documentation or training if necessary.Proposed Message:
"This payment has been manually received and will be marked as ‘approved.’"Suggested Alternative Solutions:Add a tooltip next to the “Approved” status explaining manual payment behavior.Provide a brief notification or pop-up during manual payment creation to inform users of the process.Original Description:
All manual payments are created in the “approved” status because they are expected to have been received manually. This payment will not be processed by a gateway like Authorize.net. Only payments accepted through the gateway undergo approval based on the processor’s response. | Frequency: This is impacting the organization frequently, especially when manual payments are recorded, and users misinterpret the “approved” status. | The primary goal of this enhancement is to improve transparency and reduce confusion around manual payment statuses. By adding a message explaining that manual payments are marked as “approved” because they are manually received and bypass the payment gateway, we ensure better communication and user satisfaction. Clear messaging will help users better manage their records, reduce misinterpretation, and ultimately save time spent on clarifications. This enhancement aligns with our mission to create a seamless and intuitive system for users.
Attempted Solutions So Far: We’ve attempted to educate users about the current system behavior through documentation and direct communication. However, this has not resolved the confusion because the root cause lies in the lack of an explanatory message near the status field. Users still expect more explicit status labels or an explanation of why manual payments default to “approved.”
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: All manual payments are created in the “approved” status because they are expected to have been received manually. This payment will not be processed by a gateway like Authorize.net. Only payments accepted through the gateway undergo approval based on the processor’s response. | Previously accomplished: Currently, all manual payments are created in the “approved” status because the system assumes they were received manually and do not require verification through a payment gateway. In previous systems, payment status fields were either absent or provided more flexibility in assigning different statuses like “pending” or “received,” offering clearer communication to users.
StrivenID: 5057397