Payment Status in the Billing Tab (Payroll Card)

access level payroll advisor (full access), customer service module payroll payroll card the billing tab on the payroll card displays the status of all payments made for payroll invoices, whether processed automatically or manually, via the client's stored credit card understanding the payment statuses is key to identifying and resolving any issues payment status types status description approved payment was successfully charged declined payment attempt failed, often due to insufficient funds pending an error occurred during the payment attempt; payment was not processed voided a previously initiated payment was voided refunded a refund was issued for a previously approved payment troubleshooting "pending" payment status a pending status typically indicates an issue with the card designated for payroll invoice payments the most common reason is that the card was deleted, but is still set as the active payment method for payroll charges 🔍 step by step troubleshooting guide navigate to the client's lead card and open the accounting tab then go to the payment methods sub tab locate the card with the purpose payroll invoice look under the deleted at column if a timestamp is present (e g , 2025 03 31t13 29 33 000000z), it means the card was deleted but is still assigned to payroll invoices check if another card exists with the same anet account as the deleted one if available, select the set as invoice payment card icon to reassign the purpose alternative if no valid card exists or the client wants to add a new card send the recurring payment form to the client the client can also add a new card through the mobile app or client portal ✅ success when a new card is added, the system automatically assigns it the payroll invoice purpose return to the payroll card > billing tab cancel all charge lines with pending status this action will remove the scheduled charge banner and reflect the correct outstanding amount after updating the card and clearing pending lines, you can manually process the charge, or wait for the automated payment system to retry using the new valid card by following the steps above, you can successfully resolve issues related to pending payment statuses and ensure payroll invoices are processed without delay next steps after resolving payment status issues billing tab learn more about payment processing recurring payment form update payment methods accounting tab manage payment cards 📚 quick reference need help with terminology? check our januscrm glossary & acronym index for definitions of all terms used in this documentation questions about permissions? review the user roles & permissions matrix to understand access levels