How Can I Unlock and Process Locked Invoices in PushPress?
Managing locked invoices in PushPress is essential for maintaining seamless payment processes. If an invoice gets locked, you can follow these steps to unlock and process it efficiently. Below, we provide a comprehensive guide covering every aspect, including troubleshooting delays, unlocking invoices, and finalizing payments.
Why Do Invoices Become Locked?
Invoices may become locked due to pending payments, unsuccessful transactions, or processing issues. It's crucial to resolve locked invoices promptly to avoid disruptions in payment workflows.
Step-By-Step Guide to Unlocking and Processing Payments
Step 1: Find the Locked Invoice
Navigate to the Payments section in your admin interface.
Select Invoices to locate the specific locked invoice in the list.
Step 2: Unlock the Invoice
Locate the locked invoice in the list.
Click the three dots (more options) located next to the invoice.
Select Unlock from the menu.
This action allows you to take further actions like processing the payment.
Step 3: Process the Payment
After unlocking, click the three dots next to the invoice again.
Choose the option to Charge and Close or Pay Now, depending on availability.
Payment will be processed, and the invoice will be updated to reflect the successful transaction.
Troubleshooting Locked Invoices
While unlocking and processing payments is typically straightforward, there may be cases where an invoice remains locked or delays occur. Follow these troubleshooting tips:
1. Check the Payment Processor
Log into your payment processor (e.g., Stripe) to verify the payment status. - If the payment was successful, you can update and forgive or close the invoice in PushPress manually. - If the payment failed, follow the steps to unlock the invoice and try reprocessing the payment again.
2. Reconnect the Client's Bank Account
If delays persist beyond a typical window (such as 10 days), ask the client to reconnect their bank account and attempt processing again.
3. Unlocking by Super User
In rare cases, a super user might be required to unlock the invoice before processing it again.
4. Retry Payment Processing
After unlocking the invoice, follow the steps above to try processing the payment again in PushPress.
Conclusion
By following the steps outlined above, you can easily unlock and process locked invoices in PushPress. For persistent issues, troubleshooting via the payment processor or client bank actions can help resolve delays. Following these steps ensures that your payment processes remain efficient and uninterrupted.