Processing a payment linked to an invoice issued by a third-party ERP system
When external management of invoices for the Postpay model by a third-party ERP system is activated (see Managing invoices for the Postpay model by a third-party ERP system), all operations with invoices issued by a third-party ERP system, invoices for the Postpay model, and linked payments are supposed to be performed automatically via the API service (see Postpaid invoices managed by a third-party ERP system). However, if it is necessary, a manager can step in and complete the following operations manually:
Cancel a payment — if a third-party ERP system did not yet approve an invoice. For the general description of the procedure, see Cancelling a payment.
Cancelling a payment does not result in any debt for an account and does not affect other entities in the platform. Subscriptions of the account continue to work under the general rules as if the payment is completed. It is impossible to create another payment for the same invoice or approve an invoice linked to a cancelled payment. Use the cancellation of a payment linked to a postpaid invoice with external management only if a third-party ERP system cannot approve an invoice.
Approve a payment — if a third-party ERP system already approved an invoice.
If a payment linked to an unapproved invoice for the Postpay model, the payment due date is not set, and the payment cannot be paid or approved. Wait until a third-party ERP system approves the invoice or approve it manually (see Approving manually an invoice managed by a third-party ERP system).
To approve a payment linked to an invoice issued by a third-party ERP system:
- Go to Payments (see Navigation). The list of payments is displayed (see Viewing the list of payments).
- Click the ID or number of the required payment in the Waiting for payment or Expired status. The payment details page is displayed (see Viewing payment details).
- Without selecting any payment method, click Approve and confirm the action. The payment will be approved and get the Completed status.