Geography: This article is applicable for ANZ Transactive - Global customers banking in Australia and New Zealand.
Full details are available in Features by Geography.
Full details are available in Features by Geography.
- Periodic Payments in a Pending Approval status can be edited after the Periodic Payment has been rejected.
- If the active Periodic Payment is edited and your organisation has Approval Required for Templates selected from Administration > Other Settings > Division Details Screen, then the Periodic Payment schedule requires approval.
- Eligible users with Payment Management role permissions and account access and Payment Templates entitlements can edit a Periodic Payment schedule. For more information, please refer to Role Permissions and User Permissions.
- Editing a Periodic Payment's Recurrence Details will remove its existing schedule and create a new schedule.
Periodic Payment Schedules
Follow the steps below to edit the details of a periodic payment schedule that is in a Draft, Expired, Active or Approver Rejected status.
| STEP | ACTION |
|---|---|
| 1 | Go to the Payments > Periodic Payments screen |
| 2 | Locate the periodic payment and use one of the following methods to move the periodic payment into edit mode:
|
| 3 | Edit the periodic payment as required
Click Edit Recurrence Details if you need to edit Recurrence Details and the periodic payment is in an Active status.
A pop-up message will appear "Editing a Periodic Payment's Recurrence Details will remove its existing schedule and create a new schedule." Click Edit Recurrence Details to continue to edit the details. |
| 4 | Click Review & Submit. |
| 5 | Click Submit
RESULT:
|