Payments and transaction statuses

Modified on Tue, Aug 4 at 9:04 AM

The Payments tab on the Client Summary Page displays the client's payment history for the selected plan. Use this reference to understand what each payment status and transaction status means.

Payment statuses

Status	What it means
Unpaid	The payment has not been charged, or the last transaction was unsuccessful.
Paid	The latest transaction for the payment has been approved and settled, or the payment was marked paid externally.
Canceled	The payment was annulled by a manager or administrator, or the associated plan was cancelled.
Pending	The payment has a captured transaction that is awaiting approval.

Transaction statuses

Status	What it means
Captured	The transaction was approved and captured, and will be sent for settlement at the transaction cut-off time.
Chargeback (returned)	The transaction was processed through the payment gateway and manually updated to reflect its status in Authorize.Net. Any associated payment(s) is reverted to Unpaid.
Declined	The transaction was not approved at the processor. It cannot be captured and submitted for settlement.
Error	The transaction was not processed due to a general error.
Held for Review	The transaction was flagged and placed in a Pending Review state based on filters set in your Authorize.Net account. The transaction must be authorized within a set number of days or it will be declined. See Authorize.Net for details.
Settled	The transaction was approved and settled. For bank accounts, a return is still possible.
Settled (returned)	The transaction has been denied payment. This may occur due to insufficient funds, an invalid account number, an AVS mismatch, an expired card, an account name mismatch, a closed account, or similar issues.
Voided	The transaction was voided within the payment gateway by a practice administrator and will not be sent for settlement. No further actions can be taken.

Where to find these statuses: Payment and transaction statuses are displayed in the Payments tab of the Client Summary Page for each plan. You can also view transaction details from the Reports menu under Payments reports.

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