When a transaction is processed and declined, Rotessa will not retry the transaction automatically. You will need to schedule a new one-time transaction make up for the transaction that was declined.
Creating a new transaction manually
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Start on the customers page of your Rotessa account, and select new.
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Select new transaction, then select manually.
- Search and select the customer you wish to schedule the transaction for.
- Fill in the appropriate information:
- Amount: the amount of the transaction of which you and your customer have agreed to.
- For frequency, select Once.
- Process date: the day the transaction will be pulled from your customer’s account
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Comment: for your records on the transactions you create like “Make up for declined Rent" or "Retry of Invoice 0231"
- Select submit and your transaction is now scheduled.
*Note - A transaction created in advance of the process date will have a status of future. A transaction can only be edited or deleted before the transaction has the status of Sent to Bank.
Making up for an imported invoice
If the declined transaction was created by an invoice imported from either QuickBooks Online or Xero, you have two options for making up the declined payment:
- Create a new invoice in QuickBooks Online or Xero in order to make up for the declined amount, and then import that invoice from QuickBooks Online or Xero into Rotessa.
Once an invoice has been imported into Rotessa and processed, it can not be re-imported so you would need to create an entirely new invoice. - Manually create a transaction in Rotessa to make up for the declined amount.
Doing it this way, you will have to manually mark the original invoice as paid in QuickBooks Online or Xero.