When using integrated merchant services, sometimes transactions don't complete in Remedly and remain in a Pending status. This may happen due to a connectivity drop or not having selected the Check Transaction Result button when running transactions.
In this article you'll learn how to:
When this occurs, the payment will have rendered via the merchant service but not via Remedly. As a result, the transaction will be displayed as completed in the merchant service, but in Remedly the patient's financials to be unbalanced showing unpaid invoices.
To prevent this, make sure to always click Check transaction result after every transaction.
If the transaction has been completed but there remain financial balance issues on the patient's account, you can correct the situation by rendering the transaction within Remedly.
Note: Pending Financial Transactions will be resolved automatically overnight.
If you need to render the transaction here and now you can do it with the following steps:
1. Go to Payments & Refunds dashboard.
2. Locate the pending transaction using the new Pending option in the pull-down menu.
3. Click the down arrow on the right for editing the transaction and select the Refresh Status option from the right side arrow.
This action will complete the transaction within Remedly and update the patient's account accordingly.