Difference between revisions of "Pending Transactions"
| (One intermediate revision by the same user not shown) | |||
| Line 1: | Line 1: | ||
| + | |||
| + | '''Unable to Create Payment in QuickBooks''' is an error that typically occurs when QuickBooks has the invoice in a locked or edited state. The error is typically preceded by an approval response from the processor, indicating the sale was successful, which since the payment doesn't show in QuickBooks can lead to the customer inadvertently being double charged. | ||
[[File:Pending.PNG|thumb|right|540px]] | [[File:Pending.PNG|thumb|right|540px]] | ||
| − | |||
| − | Correcting this issue can be accomplished using the following steps | + | Correcting this issue can be accomplished using the following steps below: |
| − | '''1.''' Close the Charge Anywhere | + | '''1.''' Close the Charge Anywhere sales window and save and close any open Invoices or Sales Receipts in QuickBooks. |
| − | '''2.''' Click on | + | '''2.''' Click on Company, then Charge Anywhere, and select Pending Transactions from the menu. |
| − | '''3.''' You should see the transaction listed | + | '''3.''' You should see the transaction listed there. Click on the Update All button and the application will attempt to create the payment. |
| − | '''4.''' You should get a message that the payment was created successfully and if you navigate to your Customer Center you should see it listed. | + | '''4.''' You should get a message that the payment was created successfully and if you navigate to your Customer Center you should see it listed and it will be cleared from the Pending Transactions window. |
| − | '''5.''' If the transaction is not able to be created and remains in the Pending Transactions window after choosing to update, the payment will need to be created manually. To do this double click on the transaction in the Pending Transactions window. On the Transaction State option choose | + | '''5.''' If the transaction is not able to be created and remains in the Pending Transactions window after choosing to update, the payment will need to be created manually. To do this double-click on the transaction in the Pending Transactions window. On the Transaction State option choose '''Dismissed'''. Click '''Ok''' to save. Now choose Update All again and the transaction will be removed from the Pending Transaction window. |
| − | '''6.''' Go into your Customer Center and create a Receive Payment for this customer and choose to apply it to the Invoice that your created. If you see any boxes from QuickBooks asking to process when saving be sure to uncheck them so it does not try to run the payment again. Likewise if you get a window from Charge Anywhere asking if you want to process a sale select No. The Payment should now be applied to your customer. | + | '''6.''' Go into your Customer Center and create a Receive Payment for this customer and choose to apply it to the Invoice that your created. If you see any boxes from QuickBooks asking to process when saving be sure to uncheck them so it does not try to run the payment again. Likewise if you get a window from Charge Anywhere asking if you want to process a sale select No. The Payment should now be applied to your customer and the invoice marked Paid. |
| − | If you have any questions or if the above steps did not work, please contact us at 800-211-1256 option 1 for | + | If you have any questions or if the above steps did not work, please contact us at 800-211-1256 option 1 for Technical Support. |
Latest revision as of 11:25, 1 September 2022
Unable to Create Payment in QuickBooks is an error that typically occurs when QuickBooks has the invoice in a locked or edited state. The error is typically preceded by an approval response from the processor, indicating the sale was successful, which since the payment doesn't show in QuickBooks can lead to the customer inadvertently being double charged.
Correcting this issue can be accomplished using the following steps below:
1. Close the Charge Anywhere sales window and save and close any open Invoices or Sales Receipts in QuickBooks.
2. Click on Company, then Charge Anywhere, and select Pending Transactions from the menu.
3. You should see the transaction listed there. Click on the Update All button and the application will attempt to create the payment.
4. You should get a message that the payment was created successfully and if you navigate to your Customer Center you should see it listed and it will be cleared from the Pending Transactions window.
5. If the transaction is not able to be created and remains in the Pending Transactions window after choosing to update, the payment will need to be created manually. To do this double-click on the transaction in the Pending Transactions window. On the Transaction State option choose Dismissed. Click Ok to save. Now choose Update All again and the transaction will be removed from the Pending Transaction window.
6. Go into your Customer Center and create a Receive Payment for this customer and choose to apply it to the Invoice that your created. If you see any boxes from QuickBooks asking to process when saving be sure to uncheck them so it does not try to run the payment again. Likewise if you get a window from Charge Anywhere asking if you want to process a sale select No. The Payment should now be applied to your customer and the invoice marked Paid.
If you have any questions or if the above steps did not work, please contact us at 800-211-1256 option 1 for Technical Support.
