Payment Queue

Payment Management

This page describes the Payment Queue tab in Payment Management. For an overview of all payment statuses and batch operations, see Manage Payments.

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The Payment Queue displays all payments waiting to be posted or charged. This view allows you to review pending payments before they are processed, make edits as needed, and remove payments that should not be processed.

Overview

The Payment Queue provides a centralized view of all payments with an "In Queue" status. These are payments that have been scheduled or entered but have not yet been posted to the account or charged to the payment method. This gives you an opportunity to review, verify, and manage payments before they are finalized.

Key Benefits

• Pre-Processing Review: Review all pending payments before they are posted to accounts
• Error Prevention: Catch and correct mistakes before payments are processed
• Flexible Management: Edit payment details or delete payments that should not be processed
• Efficient Filtering: Quickly find specific payments using date filters
• Customizable View: Show or hide optional columns based on your workflow needs

Understanding Your Data

Core Columns

The following columns are always displayed in the Payment Queue:

Column	Description
Payment Date	The date the payment is scheduled to be processed
File Number	The account file number (clickable to open the account)
Debtor	The name of the debtor associated with the account
Amount	The payment amount to be processed
Payment Method	The payment method type (card type or method) with last 4 digits when available

Optional Columns

You can add the following optional columns using the column selector in the table header:

Column	Description
Client	The client associated with the account
Portfolio	The portfolio the account belongs to
Current Balance	The current balance on the account
Payment Method	The full payment method label
Payor Name	The name of the person making the payment

Using This Feature

Accessing the Payment Queue

1. Click the settings icon in the top navigation bar
2. Select Payments from the left sidebar
3. Click on Queue to view payments waiting to be processed

Viewing the Queue

The Payment Queue displays all payments with "In Queue" status. By default, the view shows today's payments. The total number of payments in the queue is displayed at the top of the table.

Pagination: The queue displays 100 payments per page with lazy loading for efficient performance with large datasets.

Adding Optional Columns:

1. Click the "Select Extra Columns" dropdown in the table header
2. Select the additional columns you want to display
3. Selected columns appear as chips and are added to the table

Editing Payments

To edit a payment before it is processed:

1. Locate the payment in the queue
2. Click the pencil icon on the left side of the payment row
3. Make the necessary changes in the Payment Dialog
4. Click Save to update the payment

Common edits include correcting payment amounts, changing payment dates, or updating payment method information.

Deleting Payments

To remove a payment from the queue:

1. Locate the payment you want to delete
2. Click the trash icon on the right side of the payment row
3. Confirm the deletion in the dialog that appears

Permanent Action

Deleting a payment removes it from the queue permanently. This action cannot be undone.

Filtering Payments

Use the PaymentFilter component above the table to narrow down the payments displayed:

Date Filters:

• Today: Show only payments scheduled for today (default)
• Custom date ranges can be applied to find specific payments

The status filter is automatically set to "In Queue" and cannot be changed on this view.

Best Practices

• Daily Review: Check the payment queue at the start of each day to verify scheduled payments
• Verify Before Processing: Review payment details carefully before posting to prevent errors
• Use Optional Columns: Add the Client and Portfolio columns when processing payments for multiple clients
• Check Amounts: Verify payment amounts match expected values before processing
• Document Changes: When editing payments, ensure any changes are properly documented in account notes

Related Topics

• Manage Payments - Overview of all payment statuses and batch operations
• Posted Payments - View successfully processed payments
• Failed Payments - Handle payment processing errors
• Chargebacks - Track reversed payments
• Payment Processors - Configure payment processing methods
• Payment Processing - Enter and process payments