Validate / Reject proof of payment
How do I validate / reject a proof of payment ?
As a program manager, you can validate or reject a candidate's proof of payment. This action can be performed in the “Deposits” menu or in the “Transactions” sub-menu of the “Payment” menu.
In the Deposits menu
- To validate or reject a proof of payment, open the candidate's file by clicking on it.
- Once you have access to the candidate's file, go to the step where payment is configured and click on it.
In our example, the payment step is configured at step 1 - “Registration fees”.
- You'll see detailed transaction information and the candidate's proof of payment, with two buttons: “Validate payment” and “Archive payment” at the bottom of the page.
- To validate the proof of payment, click on the “Validate payment” button.
- You will be presented with the following message: “By validating the payment, you confirm that you have received a transfer equivalent to the amount due at this stage. You will no longer be able to cancel this action. Then click on the “Validate” button.
- Once the payment has been validated, you'll see this interface with the green “Payment successfully validated” notification and the two greyed-out buttons.
- To archive the proof of payment, click on the “Archive payment” button.
- You'll be taken to this interface with the following message: “If you click on ‘Archive payment’, the payment will not be posted and will appear in the ‘Archived payment attempts’ tab." You'll then need to click on the ‘Archive’ button.
- Once the payment has been archived, you'll see this interface with the green “Payment archived successfully” notification and the transaction displayed.
In the Transactions submenu
The “Transactions” submenu is located in the “Payment” menu of your program.
- To validate or reject a proof of payment, go to the “Transactions to be validated” tab and click on the relevant transaction.
- You'll then have access to the transaction details, with two buttons: “Validate payment” and “Archive payment” at the bottom of the page.
- Once the proof of payment has been validated, click on the “Validate payment” button.
- You will be presented with the following message: “By validating the payment, you confirm that you have received a transfer equivalent to the amount due at this stage. You will no longer be able to cancel this action. Then click on the “Validate” button.
- Once the proof of payment has been validated, you'll see this interface with the green “Payment successfully validated” notification and the transaction no longer appearing in the “Transactions to be validated” tab.
- If the proof of payment is rejected, click on the “Archive payment” button.
- You'll be taken to this interface with the following message: “If you click on ‘Archive payment’, the payment will not be posted and will appear in the ‘Archived payment attempts’ tab." You'll then need to click on the ‘Archive’ button.
- Once the payment has been archived, you'll see this interface with the green “Payment successfully archived” notification and the transaction no longer appearing in the “Transactions to be validated” tab, but in the “Archived payment attempts” tab.
- The rejected proof-of-payment transaction can be found in the “Archived payment attempts” tab.
It is important to inform the applicant when their proof of payment is archived.
You can :
- Send a message : Messaging
- Send an e-mail: Set up and send e-mail templates
Want to find out more?
Have a look at our articles on the subject:
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