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ACH Payment Failures on Open Edge - EFT Transactions

After submitting your EFT batch for ACH transactions, Open Edge will return all of the checks as 'Submitted'. You will receive an email 2 - 3 days later with any transactions that fail.**

1.  Log into your Open Edge ACH Portal to see the failed transactions.  

InkedACH_Portal_LI.jpg

The DDA number field is the Bank Account Number.

2.  Next, log into Shape and go to Quick Reports -> 'Financial Transactions' and select 'CUSTOM QUERY' from the drop down.  (Reports -> Financial -> Financial Transactions)

Enter the date of the failed transaction into the 'Effective Date' on the left of your screen and the last 4 of the account number into 'Acct. # (last four)' on the right of the screen and Search.  

This will bring up the ACH transaction that failed.  You can view the details of the transaction from the Action column.

You must now reverse the payment for the failed transaction.  However, since you received no payment for this transaction, you must make sure you do not reverse actual money back to the Member.  

  • For Memberships, go to Quick Functions -> View Memberships and enter the Member's last name. Hover over your Membership Actions and click the Reverse Payment button.  Enter the amount that should be reversed into 'Reverse Amount' and 'Continue'.  **Enable the 'Bypass Gateway' button between Section 2 and Section 3.  This will reverse the payment in Shape without actually sending money through the payment gateway.  Select 'Electronic Check' for the payment type, then 'Submit'.  A No Charge payment type can also be used if you choose not to Bypass the Gateway.
  • For Service Packages, go to Quick Functions -> View Packages and enter the Member's last name and Search.  Click on the Reverse Payment link under the Actions column.  Enter the amount that should be reversed into 'Reverse Amount' and 'Continue'.  **Enable the 'Bypass Gateway' button between Section 2 and Section 3.  This will reverse the payment in Shape without actually sending money through the payment gateway.  Select 'Electronic Check' for the payment type, then 'Submit'.  A No Charge payment type can also be used if you choose not to Bypass the Gateway.

 

 

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