You can confirm that a payment has been transferred and reached your account either on the actual invoice (for individual payments), or by running a Payments Charges report on the Reports page (to confirm multiple payments).
Payments typically reach your bank account two business days after you process them if they are processed before 8:00 pm AEST. Payments processed after 8:00 pm typically reach your account three business days after you process them.
Please also see how to reconcile payments and deposits in your bank account.
You can confirm that payment for an individual invoice has been transferred to your account by viewing the payment history on the invoice. To access the payment history, go to the Payments section of the invoice and click Successful or Unsuccessful in the status column:
You can see the following information in the payment history:
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date and time of the transfer
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bank account details
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transfer amount and transaction charges
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receipt number
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status and reason why payments were successful or unsuccessful
See Invoice Payment History for more details.
You can confirm multiple payments at the one time on the Reports page. Select Auto Payments as the Report Type, then select the date range and click Run. For example, if you want to run a report for Auto Payments for yesterday, enter yesterday's date in both the To and the From fields, then click Run.
All payments processed during the date range are shown, as well as the payment status, transfer date, amount transferred and transaction fees. Click on the invoice number to go to the individual invoice details, and click on the date to see the payments processing expenses for that day in your Expenses list.
Payment status codes (also called response codes) come from banks to let you know whether a payment has successfully gone through, and if not, why the payment has not gone through. These messages come directly from banks, and common payment response codes include:
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Main payment status codes |
||
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Code |
Bank description |
Further information and action |
|
00 |
Successful payment |
You will receive payment into your account in 2 business days if you processed the payment before 9pm EST |
|
01, 04, 05 |
Refer to card issuer |
There is a problem with the account (e.g. there may be a hold on the account); process it again or contact the patient to clarify that they have sufficient funds to pay the fee |
|
51 |
Insufficient funds |
Contact patient and update their card details on their profile or obtain payment from the patient using alternative means |
|
54 |
Expired card |
As above |
|
101 |
Invalid card number |
Check the patient's card number and enter the correct card number |
If the payment has not gone through, in all cases you should contact the patient directly as they can add funds to their credit card or discuss the issue with their bank (which is not something that Halaxy or you can do).
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