Use this page to move a pending payment in "approving" state to an "approved" state, or a pending deposit from "depositing" to "deposited" state, so that processing for the payment can proceed if it is appropriate for the payment to continue.
Financial Transaction Data
At the time you approve a pending payment, you will most likely obtain other information from your payment processor (for example, over the phone for offline transactions) that you will need to record for the transaction. Type this data in the fields provided.
- Requested Amount
- The requested amount that will be used to approve the payment (display-only field). The requested amount is the amount left over for the pending payment (the expected amount minus the approved amount).
- Transaction Result
- Click "success" if the transaction was successful, or "failure" if it failed.
- Reason Code
- Type the reason code associated with the transaction failure, as received from the back-end system. The default reason code value is '1' for failures. This field is displayed only when the transaction result is "failure."
- Processed Amount (required)
- Type the amount that was processed in this financial transaction for the payment. If the transaction result is "failure," this field is not displayed and the reason code default is 1. If the transaction result is "success," this field displays with a default value equal to the requested amount. The reason code field does not display for successful transactions. When entering the processed amount, do not enter the currency code. Typically, the processed amount should be equal to the requested amount; however, it can be less than the requested amount.
- Reference Number (required)
- Type the reference number received from the back-end system. The reference number may be used later in a subsequent transaction.
- AVS Code
- Select the Address Verification Service (AVS) code. This code displays only for Approve and Approve and Deposit transactions.
- 0
- AVS complete match (default)
- 1
- AVS street address match
- 2
- AVS postal code match
- 3
- AVS no match
- 4
- AVS other response
- Expiration Date
- Type the date when the payment approval expired or select the calendar icon to select a date. The default is "not expired."
- Comment
- Type any optional text comments in this field to record additional notes about the transaction. The system includes the comment text as extended data for the transaction.
- Next
- Click this button to move to the Edit Pending Payment Extended Data page where you can add or delete the raw data related to the transaction (requires appropriate access) and to complete the transaction.
Payment Summary
This section provides a display-only summary of relevant information about the payment for reference purposes.
- Payment ID
- The identifier of the payment as generated by the system.
- Status
- The status of the payment:
- NEW
- The payment has just been created.
- APPROVING
- The payment approval was started but the results are unknown. From this stage, the payment can be approved or it can fail.
- APPROVED
- The payment approval was successful.
- FAILED
- The payment action failed.
- CANCELED
- A reverse approval has been done with a full reversal amount.
- EXPIRED
- A payment approval occurred a while ago, but the approval has since expired.
- AVS Code
- The Address Verification Service (AVS) code.
- Expected Amount
- The expected (requested) amount that will be used to approve the payment for this payment. The actual approve amount can be less than this amount. The amount shown is what the system anticipates using, although the actual approve amount could be less than the expected amount shown. The approve amount cannot be more than the expected amount.
- Approving Amount
- The amount of the pending approve transaction for this payment.
- Approved Amount
- The approved amount of the approve transaction for this payment.
- Depositing Amount
- The cumulative value of all payments with pending deposit transactions for this payment.
- Deposited Amount
- The cumulative value of all payments deposited for this payment.
- Reversing Approved Amount
- The cumulative value of all payments with pending reverse approval transactions for this payment.
- Reversing Deposited Amount
- The cumulative value of all payments with pending reverse deposit transactions for this payment.
- Expiration Date
- The date when the payment approval expires.