Resubmit a declined payment request
Related information
Related topicsIf a payment request is declined, it remains on the Payment requests page and its status changes from Submitted to Unapproved. Payment requests with a status of Approved are available for payment.
How you correct and resubmit the payment depends on:
Whether the payment request contains a single AP purchase invoice or multiple AP purchase invoices
The type of information needs to be corrected
| Subscription | Accounts Payable enabled for Payment approvals |
|---|---|
| User type | Business |
| Permissions | Payment requests - List, View, Edit |
Edit and resubmit a payment request for a single AP purchase invoice
If the payment request contains a single AP purchase invoice, choose the procedure that matches the issue you need to correct.
Use this procedure to correct:
Bank account
Payment date
Document number
Memo
Go to Accounts Payable > All > Payments > Payment requests.
- Find the declined payment request (Payment Status is Unapproved).
Select Edit at the end of the row.
Make the necessary changes in the Bank dropdown or in Payment date.
In addition, you can update the Memo field. For payments made using Record transfer as the payment method, you can edit the Document number.
Select Save.
Go to Accounts Payable > All > Payments > Payment requests.
- Find the declined payment request (Payment Status is Unapproved).
- Select Edit.
Make the necessary changes in the Bank dropdown or in Payment date.
In addition, you can update the Memo field. For payments made using Record transfer as the payment method, you can edit the Document number.
Select Save.
Sage Intacct automatically re-selects the AP purchase invoice and submits the updated payment request for approval.
Use this procedure to correct:
Payment method
Amount to pay
Credit to apply
Go to Accounts Payable > All > Payments > Payment requests.
- Find the declined payment request (Payment Status is Unapproved).
Select More actions > Cancel request at the end of the row.
Select to pay the AP purchase invoice again, entering correct information for payment method, amount to pay, or credit to apply.
Go to Accounts Payable > All > Payments > Payment requests.
- Find the declined payment request (Payment Status is Unapproved).
- Select Cancel request.
Select to pay the AP purchase invoice again, entering correct information for payment method, amount to pay, or credit to apply.
Sage Intacct creates a new payment request and routes it through the approval process, if required.
Use this procedure to correct:
Supplier
GL account
Department
Location
Other AP purchase invoice details
Go to Accounts Payable > All > Payments > Payment requests.
- Find the declined payment request (Payment status is Unapproved)
Select More actions > Cancel request at the end of the row.
Edit the AP purchase invoice.
Learn more about editing AP purchase invoices.
Select to pay the AP purchase invoice again.
Go to Accounts Payable > All > Payments > Payment requests.
- Find the declined payment request (Payment status is Unapproved)
- Select Cancel request.
Edit the AP purchase invoice in question.
Learn more about editing AP purchase invoices.
Select to pay the AP purchase invoice again.
Sage Intacct adds a new AP purchase invoice payment request to the Payment requests page and sends the AP purchase invoice payment through the approval process, if required.
Edit and resubmit a payment request for multiple AP purchase invoices
If a payment request contains multiple AP purchase invoices, remove the AP purchase invoices that require correction from the payment request so the remaining AP purchase invoices can continue through the payment approval process.
Remove the AP purchase invoice or AP purchase invoices from the current payment request.
Sage Intacct automatically selects to pay the AP purchase invoices that remain in the payment request and sends a revised AP purchase invoice payment request for approval, if required.
Go to Accounts Payable > All > Payments > Payment requests.
- Find the declined payment request (Payment status is Unapproved).
Select Edit at the end of the row.
Clear the Select checkbox beside any AP purchase invoice that you want to remove from the payment request.
Leave at least one AP purchase invoice in the payment request; otherwise, you need to cancel the payment request.
Select Save.
Go to Accounts Payable > All > Payments > Payment requests.
- Find the declined payment request (Payment status is Unapproved).
- Select Edit.
Clear the Select checkbox beside any AP purchase invoice that you want to remove from the payment request.
Leave at least one AP purchase invoice in the payment request; otherwise, you need to cancel the payment request.
Select Save.
Edit any of the removed AP purchase invoices to make changes.
Learn more about editing AP purchase invoices.
Select to pay the removed AP purchase invoices, ensuring you specify the correct payment details.
Intacct adds a new AP purchase invoice payment request to the Payment requests page and sends the AP purchase invoice payment through the approval process, if required.
