Maintain Existing Payment

The Maintain Payment page is where you Change Transaction Details, Add/Import transactions and delete transactions on an existing Payment Request.

Hover over Request in the Main Menu and then over All Requests. Then select the type of request (Payments; Collections; Naedos Collections; AVS) that applies.

The Payment Search page is displayed
Enter the Search Criteria into the Payment Description, Payment Reference, Internal Reference, State, From-Date or To-Date fields.
Click the Search button.
A listing of the Transaction Requests are displayed below.
Click on the Payment Request you want to do changes on.
The Payment Request details are displayed.

Search Transactions

Enter your search characters / words.
Select the field you want to search on.
Click on the Search button.
Transactions that meet the Search criteria are displayed in the Captured Transactions section below.
View, amend or delete the transactions as required.
Click on the Save button.

Failed Transactions

In the Captured Transactions section, select View Failed Transactions from the drop down on the right hand side.
Failed Transactions are transactions that have either incorrect bank account details or the limits have been exceeded.
The Failed transactions are displayed in the Captured Transactions section below.
View, amend or delete the transactions as required.
Click on the Save button.

Save Deleted Transactions

In the Captured Transactions section, tick the checkboxes of the transactions you would like to delete.
The All/None link ticks or unticks all the transactions in the current page only.
Click on the Delete Selected button.
Confirmation box displays a message Save Deleted Transactions to a file.
Upon clicking yes, a File download box is displayed with a message Do you want to open or save this file?.
Click Save and a Save as box is displayed. Enter the file name and navigate to the folder where you would like to save the Deleted Transactions file.
Upon clicking Save, the file is created. The transactions can then be amended and imported into the Payment Request using the CSV Format.