Payment Statuses
- Matt Kwapisz
Overview
This guide outlines where a user can access the Status of individual Payment Agreements, understand their meaning, view the status history, and how to adjust it within the Biz Core portal.
For help locating customer agreements within the Biz Core portal, follow How to Access a Payment Agreement.
View the Status of a Payment Agreement
The Status of each Payment Agreement is visible from within the Agreement Summary:
View the Status History of a Payment Agreement
To gain insights into the historical status, see a timeline of adjustments and determine who was responsible for changes to a customer's Payment Agreement, users can hover their mouse cursor over the coloured status icon:
Adjust the Status of a Payment Agreement
To change the Status of a Payment Agreement, users can click on the Update Status ⇆ icon in the Agreement Summary and select a new Status from the dropdown box:
Meaning of Each Status
If users encounter a Status attached to their customer's Payment Agreement that they are not familiar with, they can hover their mouse cursor over the Info icon inside the coloured Status box, and a brief description will display:
Alternatively, each status icon is explained below:
Status | Description |
|---|---|
 | The customer has initiated the process of creating a Payment Agreement, however they have not yet supplied a method of payment nor consented to give Direct Debit Authority. |
 | Agreement is active and payments will be taken on the scheduled date(s). Provided the customer has consented to the Direct Debit Authorisation. See How to Get a New Form Signed for more information. |
 | Agreement is closed, no payments will be taken. |
 | The user has suspended the Agreement. Can be reinitiated at any time by changing the status to Authorised. |
| The customer has requested their bank put a payment stop on the account used for this Agreement, and the status has automatically updated to Cancelled. The customer will need to contact their bank and lift the payment stop before payments can continue. Once the customer has notified the subscriber that the payment stop is lifted, change the status to Authorised. |
 | The account has been closed by the customer. Obtain new bank account details and follow the How to Update Payment Details guide. |
 | The bank account details provided are invalid. The account details could be incorrect or the account type doesn’t support direct debits. Refer to What Type of Accounts Can Be Used for Direct Debit for more information. |