Scheduling a make up payment

When a transaction is declined, Rotessa will not retry it automatically. You'll need to schedule a new one-time transaction to make up for the declined amount.

Creating a new transaction manually

1. Go to the Customers page of your Rotessa account and select New.
2. Select New Transaction, then Manually.
3. Search for and select the customer you'd like to schedule the transaction for.
4. Fill in the following fields:
   • Amount — the amount you and your customer have agreed to debit.
   • Frequency — select Once.
   • Process Date — the date the payment will be pulled from your customer's account.
   • Comment — optional notes for your records, such as "Make up for declined rent" or "Retry of Invoice 0231."
5. Select Submit. Your transaction is now scheduled.

Note: A transaction created in advance of the process date will have a status of Future. Transactions can only be edited or deleted before the status changes to Sent to Bank.

Making up for a declined invoice import

If the declined transaction was created from an invoice imported from QuickBooks Online or Xero, you have two options:

Option 1 — Create a new invoice in QuickBooks Online or Xero
Create a new invoice in QuickBooks Online or Xero for the declined amount and import it into Rotessa. Note that once an invoice has been imported and processed, it cannot be re-imported; a new invoice is required.

Option 2 — Create a manual transaction in Rotessa
Manually create a one-time transaction in Rotessa for the declined amount. If you go this route, you'll need to manually mark the original invoice as paid in QuickBooks Online or Xero.