Update a Payment Status

There may be occasions where you need to update the status of a payment, for example if it was entered incorrectly, declined, cancelled, or its status has changed.

You can update a payment's status either from the batch it belongs to or directly from the supporter's contact record.

Before you begin

• You must have System Administrator access to update payment statuses.
• Deleting a payment changes its status to Payment Cancelled. Cancelled payments are excluded from reporting but remain on the supporter's payment history for audit purposes.

Update a Payment Status from a Batch

Navigation

Money → Batch Entry

1. Open the batch containing the payment.
2. If the batch has been posted, click Unpost.

Note: Posted batches must be un-posted before payments within the batch can be edited.

3. Right-click the payment.
4. Select the required payment status.
5. The payment status and batch totals will update automatically.
    

Note: Payments with a status of Payment Cancelled are removed from the batch but remain visible on the supporter's payment history.

Video Demonstration

Update a Payment Status from a Contact

Navigation

Contacts → Open Contact → Payments & Recurring

1. Open the supporter who made the payment.
2. Select the Payments & Recurring tab.
3. Right-click the payment.
4. Select the required payment status.

The payment status is updated immediately.

Video Demonstration

Audit History

Whenever a payment status is changed, Vega automatically records the update in the supporter's Audit Log.

This provides a history of who made the change and when it occurred.