Difference between revisions of "ProDon:Bank Rejections"

From Logilys
Jump to: navigation, search
(→‎Renew the transactions and reactivate the token)
(→‎Renew the transactions and replace the token)
Line 428: Line 428:
  
 
The "Renew the transactions and replace the token" button is available as soon as there is a transaction. For example, the transaction has been rejected, the client has change his account and contact you to give his new information and tells you taht you can redo the transaction in this new account. This function will redo the transactions and will replace the token. Then, the transactions will be done in this new account.
 
The "Renew the transactions and replace the token" button is available as soon as there is a transaction. For example, the transaction has been rejected, the client has change his account and contact you to give his new information and tells you taht you can redo the transaction in this new account. This function will redo the transactions and will replace the token. Then, the transactions will be done in this new account.
−
 
−
Le bouton « Relancer les transactions et remplacer le jeton » est disponible dès qu’il y a une transaction. Par exemple, la transaction a été rejetée, le client a changé de compte et vous contacte pour vous donner ses nouvelles informations et vous dire que vous pouvez recommencer la transaction dans ce nouveau compte. Cette fonction consiste à demander de nouveau de passer les transactions et, en remplaçant le jeton, ces transactions seront faites dans le nouveau compte que vous entrerez.
 
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
Line 435: Line 433:
 
| colspan="2" | When the reject window open, you will have these options:
 
| colspan="2" | When the reject window open, you will have these options:
  
−
Quand la fenêtre du rejet ouvre, vous aurez ces options :
 
 
|-
 
|-
 
| colspan="2" | [[File:ProDon5_Bank_Rejections_029.png]]
 
| colspan="2" | [[File:ProDon5_Bank_Rejections_029.png]]
 
|-
 
|-
 
| colspan="2" | To renew the transactions and replace the token, you must select the button in question.  
 
| colspan="2" | To renew the transactions and replace the token, you must select the button in question.  
−
 
−
Pour relancer les transactions et remplacer le jeton, vous devrez sélectionner le bouton en question.
 
  
 
|}
 
|}
Line 452: Line 447:
 
| colspan="2" | Then, after clicking on the button, this window will open:  
 
| colspan="2" | Then, after clicking on the button, this window will open:  
  
−
Ensuite, après avoir cliqué sur le bouton, cette fenêtre ouvre :
+
 
 
|-
 
|-
 
| colspan="2" | [[File:ProDon5_Bank_Rejections_030.png]]
 
| colspan="2" | [[File:ProDon5_Bank_Rejections_030.png]]
Line 458: Line 453:
 
| width="50%" |  
 
| width="50%" |  
 
<span style="color: rgb(255, 0, 0);">'''A:'''</span> If you click on "Yes", you will continue to the next step.
 
<span style="color: rgb(255, 0, 0);">'''A:'''</span> If you click on "Yes", you will continue to the next step.
−
 
−
Si vous cliquez sur « Oui », vous passerez à l'étape suivante.
 
  
 
| width="50%" |  
 
| width="50%" |  
 
<span style="color: rgb(255, 0, 0);">'''B:'''</span> If you click on "No", you will go back.  
 
<span style="color: rgb(255, 0, 0);">'''B:'''</span> If you click on "No", you will go back.  
−
 
−
Si vous cliquez sur « Non », vous retournerez en arrière.
 
  
 
|}
 
|}
Line 475: Line 466:
 
| colspan="2" | Then, this page opens to allow you to create a new token which will replace the old one:  
 
| colspan="2" | Then, this page opens to allow you to create a new token which will replace the old one:  
  
−
Ensuite, cette page s'ouvre pour vous permettre de recréer un jeton qui remplacera l'ancien :
 
 
|-
 
|-
 
| colspan="2" | [[File:ProDon5_Bank_Rejections_022.png]]
 
| colspan="2" | [[File:ProDon5_Bank_Rejections_022.png]]
Line 481: Line 471:
  
 
| colspan="2" | You must enter the bank information of the client to continue.  
 
| colspan="2" | You must enter the bank information of the client to continue.  
−
 
−
Vous devez entrer les informations bancaires du client pour pouvoir continuer.
 
  
 
|}  
 
|}  
Line 493: Line 481:
 
| colspan="2" | The validation page is displayed if the information entered before are valid:  
 
| colspan="2" | The validation page is displayed if the information entered before are valid:  
  
−
La page de validation s'affiche si les informations entrées précédemment sont valides :
 
 
|-
 
|-
 
| colspan="2" | [[File:ProDon5_Bank_Rejections_023.png]]
 
| colspan="2" | [[File:ProDon5_Bank_Rejections_023.png]]
Line 505: Line 492:
 
|-
 
|-
 
| colspan="2" | Once all steps finished, this window opens:  
 
| colspan="2" | Once all steps finished, this window opens:  
−
Une fois toutes les étapes terminées, cette fenêtre s'affichera :
+
 
 
|-
 
|-
  
Line 511: Line 498:
 
|-
 
|-
 
| colspan="2" | <span style="color: rgb(255, 0, 0);">'''Caution:'''</span> See that the selected function is highlighted and all other functions are locked.  
 
| colspan="2" | <span style="color: rgb(255, 0, 0);">'''Caution:'''</span> See that the selected function is highlighted and all other functions are locked.  
−
 
−
Remarquez que toutes les autres fonctions sont bloquées et la fonction choisie est affichée en orange.
 
  
 
|}  
 
|}  

Revision as of 10:20, 7 December 2016

Bank Rejections

Caution : This document is currently revised, it is possible that some parts are missing or outdated.

Introduction

Sometimes, it happen that a direct debit PaySafe transaction may be rejected. A bank reject is at least a transferred or an untransferred transaction, linked to a commitment or not, linked to a direct debit PaySafe token. No matter the reject reason, the transaction will get an error code and you will have to process this rejection with the help of ProDon's functions. Depending of the bank reject type, you will get different possibilities. You must have the Electronic Transaction module to access bank rejection.



Importing bank rejections

ProDon5 Bank Rejections 001.png
At the opening of ProDon, if you have bank rejects to import, this window will pop up.


ProDon5 Bank Rejections 002.png
To process the bank rejects, you will have to go to the "Batch Processing" tab and select "Bank rejections".

.



ProDon5 Bank Rejections 004.png
In this window, you will see the "Import" button at the left. To import rejects, click on it.


ProDon5 Bank Rejections 003.png

A: This option allows you to import all new bank rejects that have not already been imported.

B: This option allows you to import again bank reject in a precise lap of time.

C: When you have finished, click on "Ok" to confirm the bank rejects to import.



ProDon5 Bank Rejections 006.png
To process a reject, you will have to select the reject that you want to process in this window. Be sure that you have hilighted the ProDon5 Bank Rejections 005.png button to only display the unprocessed rejects.



After you double-clicked on a bank reject, this window will open:
ProDon5 Bank Rejections 009.png
This window content all operations applicable on a reject. The blue buttons are the one you can apply on the current rejection, the gray buttons are locked because they are not applicable.
CAUTION: The processing of a reject is an irreversible action.


The "Explanations of operations" button will allow you to get explanations about operation available. When you click on it, this window will open:
ProDon5 Bank Rejections 007.png
Furthermore, placing the mouse pointer on the button will give you a hint to explain the operation. See below:
ProDon5 Bank Rejections 008.png


Cancel all transactions

The "Cancel all transactions" button is available as soon as there is at least a transaction without commitment. For example, a client make a donation directly on your website, but this donation is not linked to a commitment. This function will cancel all transactions related to a precise token.


ProDon5 Bank Rejections 010.png
From this window, click on "Cancel all transactions".


Then, this window will open:
ProDon5 Bank Rejections 011.png

A: If you click on "Yes", you will move to the next step.

B: If you click on "No", you will move back to the last step.



So, these 2 windows will pop-up:
ProDon5 Bank Rejections 012.png

A: In this window, you must select a reason to process the reject. Once you chose, click on "Ok". After this step, all transaction will be cancelled. Caution: After this step, you will not be able to go back anymore.


B: You will not be able to touch this window. Its use is to show you the processing of the operation.


Once all the steps are finished, this window will open:
ProDon5 Bank Rejections 013.png
Caution: See that the selected function is highlighted and all other functions are locked.


Cancel all transactions and reactivate the token

The "Cancel all transactions and reactivate the token is available as soon as there is at least a transaction and a commitment. For example, the automatic instalment comes on Non-Sufficient Funds (NSF) in the client's account for his/her commitment. This function will cancel all transactions linked to this token and it will reactivate it. By reactivating it, it will be usable again.

When the reject window open, you will have these options:

Quand la fenêtre du rejet ouvre, vous aurez ces options :

ProDon5 Bank Rejections 014.png
To cancel all transaction and reactivate the token, you must select the button in question.



Then, after clicking on the button, this window will open:
ProDon5 Bank Rejections 015.png

A: If you click on "Yes", you will continue to the next step.

B: If you clik on "No", you will go to the last step.


So, these 2 windows will pop-up:
ProDon5 Bank Rejections 016.png

A: in this window, you must select a reason to process the reject. Once you have finished, click on "Ok". After this step, all transaction will be cancelled and the token will be reactivated.

Caution: After this step, you will not be able to go back anymore.


B: You will not be able to touch this window. Its use is to show you the processing of the operation.


Then, this message will appear to confirm the token reactivation:
ProDon5 Bank Rejections 017.png
Click on "Ok" to continue.


Once all steps finished, this window will be displayed:
ProDon5 Bank Rejections 018.png
Caution: See that the selected function is highlighted and all other functions are locked.


Cancel all transactions and replace the token

The "Cancel all transaction and replace the token" button is available as soon as there is at least a transaction and a commitment. For example, the automatic instalment create a reject telling the account is closed. This function will cancel all transaction linked to this token and replace it. You will have to enter new bank information to link a new account to the client.

When the reject window open, you will have these options:
ProDon5 Bank Rejections 019.png
To cancel all transactions and replace the token, you must select the button in question.



Then, after you have clicked on the button, this window opens:
ProDon5 Bank Rejections 020.png

A: If you click on "Yes", you will continue to the next step.

B: If you click on "No", you will go back to the last step.


So, these 2 windows open:
ProDon5 Bank Rejections 021.png

A: In this window, you must select a reason to process the reject. Once you have finished, click on "Ok". After this step, all transaction will be cancelled and the token will be replaced.

Caution: After this step, you will not be able to go back anymore.

B: You will not be able to touch this window. Its use is to show you the processing of the operation.



Then, this page opens to allow you to create a new token which will replace the old one:
ProDon5 Bank Rejections 022.png
You must enter the bank information of the client to continue.



The validation page is displayed if the information entered before are valid:
ProDon5 Bank Rejections 023.png


Once all steps finished, this window opens:
ProDon5 Bank Rejections 024.png
Caution: See that the selected function is highlighted and all other functions are locked.


Renew the transactions and reactivate the token

The "Renew the transactions and reactivate the token" button is available as soon as there is a transaction. For example, the transaction has been rejected, the client add some money in his account, he contact you to tell you to redo the transaction in the same account. This function will redo the transactions and reactivate the token. These transactions will be passed in the same account.

When the reject window open, you will have these options:
ProDon5 Bank Rejections 025.png
To renew the transactions and reactivate the token, you must select the button in question.


Then, this window will pop-up:
ProDon5 Bank Rejections 026.png

A: If you click on "Yes", you will continue to the next step. After this step, the transactions will be renewed and the token will be reactivated.

Caution: After this step, you will not be able to go back anymore.

B: If you click on "No", you will go back to the last step.


So, this message will pop-up to confirm the reactivation of the token:
ProDon5 Bank Rejections 027.png
Click on "Ok" to continue.




Once all steps finished, this window will be displayed:
ProDon5 Bank Rejections 028.png
Caution: See that the selected function is highlighted and all other functions are locked.


Renew the transactions and replace the token

The "Renew the transactions and replace the token" button is available as soon as there is a transaction. For example, the transaction has been rejected, the client has change his account and contact you to give his new information and tells you taht you can redo the transaction in this new account. This function will redo the transactions and will replace the token. Then, the transactions will be done in this new account.

When the reject window open, you will have these options:
ProDon5 Bank Rejections 029.png
To renew the transactions and replace the token, you must select the button in question.



Then, after clicking on the button, this window will open:


ProDon5 Bank Rejections 030.png

A: If you click on "Yes", you will continue to the next step.

B: If you click on "No", you will go back.



Then, this page opens to allow you to create a new token which will replace the old one:
ProDon5 Bank Rejections 022.png
You must enter the bank information of the client to continue.



The validation page is displayed if the information entered before are valid:
ProDon5 Bank Rejections 023.png


Once all steps finished, this window opens:
ProDon5 Bank Rejections 031.png
Caution: See that the selected function is highlighted and all other functions are locked.


Reactivate the token

The "Reactivate the token" is available as soon as there is a commitment without transaction. For example, the transaction has been rejected, the client contact you to cancel it, but she ask you to keep the same bank information, so you must reactivate them.

Le bouton « Réactiver le jeton » est disponible dès qu’il y a un engagement et aucune transaction. Par exemple, la transaction a été rejetée, le client vous contacte pour l'annuler, mais il vous dit de garder les mêmes informations bancaires, donc vous devez les réactiver. Cette fonction consiste à réactiver le jeton pour le rendre valide de nouveau pour faire des transactions.

When the reject window opens, you will have these options:

Quand la fenêtre du rejet ouvre, vous aurez ces options :

ProDon5 Bank Rejections 032.png
To reactivate the token,you must select the button in question.

Pour réactiver le jeton, vous devrez sélectionner le bouton en question.


Then, this window opens:

Alors, cette fenêtre apparait :

ProDon5 Bank Rejections 033.png

A: If you click on "Yes", you will continue to the next step. After this step, the token will be reactivated.

Si vous cliquez sur « Oui », vous passerez à la prochaine étape. Après cette étape, le jeton sera réactivé.

Caution: After this step, you will not be able to go back anymore.

Après cette étape, il ne sera plus possible de retourner en arrière.


B: If you click on "No", you will go back.

Si vous cliquez sur « Non », vous retournerez en arrière.

Then, this message will pop-up to confirm the token reactivation:

Ensuite, ce message vous apparait pour confirmer la réactivation du jeton :

ProDon5 Bank Rejections 034.png
Click on "Ok" to continue.

Cliquez sur « Ok » pour continuer.


Once all step finished, this window will open:

Une fois toutes les étapes terminées, cette fenêtre s'affichera :

ProDon5 Bank Rejections 035.png
Caution: See that the selected function is highlighted and all other functions are locked.

Remarquez que toutes les autres fonctions sont bloquées et la fonction choisie est affichée en orange.


Replace the token

The "Replace the token" button is available as soon as there is a commitment and no transaction. For example, the transaction has been rejected, the client, which is having a commitment with your organization, contact you to cancel the transaction and he gives you new bank information for the next transactions of the commitment. This function will replace the token to change the bank information of this commitment.

Le bouton « Remplacer le jeton » est disponible dès qu’il y a un engagement et aucune transaction. Par exemple, la transaction a été rejetée, le client, ayant un engagement avec vous, vous contacte pour annuler la transaction et il vous donne de nouvelles informations bancaires pour les prochaines transactions de l'engagement. Cette fonction consiste à remplacer le jeton pour changer les informations bancaires de cet engagement.

When the reject window opens, you will have these options:

Quand la fenêtre du rejet ouvre, vous aurez ces options :

ProDon5 Bank Rejections 036.png
To replace the token, you must select the button in question.

Pour remplacer le jeton, vous devrez sélectionner le bouton en question.


Then, this window pop-up:

Alors, cette fenêtre apparait :

ProDon5 Bank Rejections 037.png

A: If you click on "Yes", you will continue to the next step.

Si vous cliquez sur « Oui », vous passerez à la prochaine étape.

B: If you click on "No", you will go back.

Si vous cliquez sur « Non », vous retournerez en arrière.


Then, this page opens to allow you to create a new token which will replace the old one:

Ensuite, cette page s'ouvre pour vous permettre de recréer un jeton qui remplacera l'ancien :

ProDon5 Bank Rejections 022.png
You must enter the bank information of the client to continue.

Vous devez entrer les informations bancaires du client pour pouvoir continuer.



The validation page is displayed if the information entered before are valid:

La page de validation s'affiche si les informations entrées précédemment sont valides :

ProDon5 Bank Rejections 023.png


Une fois toutes les étapes terminées, cette fenêtre s'affichera :
ProDon5 Bank Rejections 038.png
Caution: See that the selected function is highlighted and all other functions are locked.

Remarquez que toutes les autres fonctions sont bloquées et la fonction choisie est affichée en orange.


Mark as ignored

The "Mark as ignored" button is always available. This function will ignore the reject while not touching the token. Without modification, the token cannot be used anymore.

Le bouton « Inscrire comme ignoré » est toujours disponible. Cette fonction consiste à ignorer le rejet sans toucher au jeton. Sans modification, le jeton ne sera plus utilisable.

When the reject window opens, you will have these options:

Quand la fenêtre du rejet ouvre, vous aurez ces options :

ProDon5 Bank Rejections 039.png
To ignore the reject, you must select the button in question.

Pour ignorer le rejet, vous devrez sélectionner le bouton en question.



Then, this window will pop-up:

Alors, cette fenêtre apparait :

ProDon5 Bank Rejections 040.png

A: If you click on "Yes", you will ignore the reject.

Si vous cliquez sur « Oui », vous ignorerez le rejet. Caution: After this step, you will not be able to go back anymore.

Après cette étape, il ne sera plus possible de retourner en arrière.

B: If you click on "No", you will go back.

Si vous cliquez sur « Non », vous retournerez en arrière.


Once this step finished, this window opens:

Une fois cette étape terminée, cette fenêtre s'affichera :

ProDon5 Bank Rejections 041.png
Caution: See that the selected function is highlighted and all other functions are locked.

Remarquez que toutes les autres fonctions sont bloquées et la fonction choisie est affichée en orange.


Error code grid

To help you to understand the errors, this is a grid of all error possible for bank rejection.
900

Edit Reject

901

NSF (Debit Only)

902

Account not found

903

Payment Stopped/Recalled

905

Account Closed

907

No Debit Allowed

908

Funds Not Cleared (Debit Only)

909

Currency/Account Mismatch

910

Payor/Payee Deceased

911

Account Frozen

912

Invalid/Incorrect Account No.

914

Incorrect Payor/Payee Name

915

No Agreement Existed

916

Not According to Agreement – Personal

917

Agreement Revoked – Personal

918

No Confirmation/Pre-Notification – Personal

919

Not According to Agreement - Business

920

Agreement Revoked – Business

921

No Confirmation/Pre-Notification – Business

922

Customer Initiated Return

990

Institution in Default


Document name: ProDon:Bank Rejections
Version : 5.0.3


Retrieved from "http://wikien.logilys.com/index.php?title=ProDon:Bank_Rejections&oldid=7934"