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Resubmit a declined payment request

If an AP supplier invoice you selected for payment required approval and was declined, you might be able to fix the issues and resubmit the AP supplier invoice for payment, depending on the reason the payment request was declined.

For unapproved payments that include multiple AP supplier invoices, it often makes sense to remove the problem AP supplier invoice from the request before fixing the problem, which allows the remaining AP supplier invoices to be paid immediately.

When a payment request is declined, the payment request remains in the Payment requests page. Its payment status changes from Submitted to Unapproved. Any payment on the Payment requests page that has a payment status of Approved is available for you to pay.

Subscription	Accounts Payable enabled for Payment approvals
User type	Business
Permissions	Payment requests - List, View, Edit

Edit and resubmit a payment containing a single AP supplier invoice

How you correct a payment request that contains a single AP supplier invoice depends on what you need to correct:

Correct the bank account, payment date, document number, or memo

Edit and resubmit the AP supplier invoice payment directly from the Payments requests page.

Go to Accounts Payable > All > Payments > Payment requests.
Find the declined payment request (Payment Status is Unapproved).
Select More actions > 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.

Sage Intacct automatically re-selects the AP supplier invoices to pay and re-sends the AP supplier invoice payment for approval.

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 supplier invoices to pay and re-sends the AP supplier invoice payment for approval.

Correct the payment method, amount to pay, or credit to apply

Cancel the payment request and select the AP supplier invoice to pay again.

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 supplier invoice again, entering correct information for payment method, amount to pay, or credit to apply.

Intacct adds a new AP supplier invoice payment request to the Payment requests page and sends the AP supplier invoice payment through the approval process, if required.

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 supplier invoice again, entering correct information for payment method, amount to pay, or credit to apply.

Intacct adds a new AP supplier invoice payment request to the Payment requests page and sends the AP supplier invoice payment through the approval process, if required.

Correct other issues with the AP supplier invoice such as the supplier, GL account, department, or location

Cancel the payment request, edit the AP supplier invoice in question, and select the AP supplier invoice to pay again.

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 supplier invoice in question.

Learn more about editing AP supplier invoices.
Select to pay the AP supplier invoice again.

Intacct adds a new AP supplier invoice payment request to the Payment requests page and sends the AP supplier invoice payment through the approval process, if required.

Go to Accounts Payable > All > Payments > Payment requests.
Find the declined payment request (Payment status is Unapproved)
Select Cancel request.
Edit the AP supplier invoice in question.

Learn more about editing AP supplier invoices.
Select to pay the AP supplier invoice again.

Intacct adds a new AP supplier invoice payment request to the Payment requests page and sends the AP supplier invoice payment through the approval process, if required.

Edit and resubmit a payment containing multiple AP supplier invoices

For payments with more than one AP supplier invoice, you might find it easier to remove any AP supplier invoices with issues from the current payment request. This approach allows you to work with the AP supplier invoices you removed without holding up payment on the rest. The AP supplier invoices that remain in the payment request are automatically resubmitted for approval. After you correct the AP supplier invoices that require changes, you can select them for payment again.

Remove the AP supplier invoice or AP supplier invoices with problems from the current payment request:
1. Go to Accounts Payable > All > Payments > Payment requests.
2. Find the declined payment request (Payment status is Unapproved).
3. Select More actions > Edit at the end of the row.
4. Clear the Select checkbox beside any AP supplier invoice that you want to remove from the payment request.
  
  Leave at least one AP supplier invoice in the payment request; otherwise, you need to cancel the payment request.
5. Select Save.
  
  Intacct automatically selects to pay the AP supplier invoices that remain in the payment request and sends a revised AP supplier invoice payment for approval, if required.
1. Go to Accounts Payable > All > Payments > Payment requests.
2. Find the declined payment request (Payment status is Unapproved).
3. Select Edit.
4. Clear the Select checkbox beside any AP supplier invoice that you want to remove from the payment request.
  
  Leave at least one AP supplier invoice in the payment request; otherwise, you need to cancel the payment request.
5. Select Save.
  
  Intacct automatically selects to pay the AP supplier invoices that remain in the payment request and sends a revised AP supplier invoice payment for approval, if required.
If necessary, edit any of the removed AP supplier invoices to make changes for issues like supplier, account, department, location, and so on.

Learn more about editing AP supplier invoices.
Select to pay the removed AP supplier invoices, ensuring you specify the correct payment details.

Intacct adds a new AP supplier invoice payment request to the Payment requests page and sends the AP supplier invoice payment through the approval process, if required.