Name of Feature/Request: Show Pending Payments more clearly as Pending and not posted from the Customer AR Transactions page
What financial, time savings, or quality of life improvements will occur from this: More clearly display that the pending payment is pending and that the invoice is not paid if the status is pending waiting to either be approved or declined by the user. | Frequency: Whenever there is a payment in a pending status | Sometimes payments do not get created in Authorize.net. This can be for various different reasons due to insufficient funds, incorrectly entered payment profile, and more. On top of setting an employee as the failed payment notification recipient in the sales settings so he gets notified, we is looking for Striven to more clearly show the failed payment from the customer’s AR Transactions page. Right now, the failed “pending status” payment will stay applied to the invoice and it looks like the invoice is paid and posted. If there was a way for the invoice to show as unpaid without having to manually unapply the payment from the invoice that would be very helpful.
Attempted Solutions So Far:
- Set an employee as the failed payment notification recipient in the sales settings.
- Option to create custom report based on payments to filter for Payments with a Pending Status to catch these in the future along with being notified when a failed has failed.
- Create failed payment invoice in case the customer does not have another payment profile on file to charge and he needs to record balance due. That, or just unapply the failed payment so the invoice is left open.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: NA
StrivenID: 5679786