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Invoice Transactions

This article explains how transactions work in Cloud Depot

What is a Transaction?

A transaction represents a single invoice or a group of invoices that belong to a customer. RPS can combine multiple invoices into a single transaction to help reduce your merchant fees. 

Viewing Your Transactions

Navigate to Recurring Payments > Transactions

Transaction Status

Transactions can have the following statuses, which indicate where the payment is in its lifecycle and what action, if any, you may need to take next:

Status Explanation 
Loaded For bank payment methods, this indicates that a payment request has been sent to the bank and RPS is waiting for the funds to clear.
Success Payment was completed
Failed Payment wasn't successful click the View Details button for more information 
Cancel  The transaction was cancelled. This can occur automatically if the customer does not complete payment within 15 minutes in the customer portal. 
Deleted Transaction has been deleted

View Transaction Details

Each transaction includes a dedicated details page that displays additional information. To open the details page, click the View Details button.

 

 

The surcharge portion of the total amount paid (if applicable).
Amount Total amount paid by your customer
Surcharge  The surcharge portion of the total amount paid (if applicable). 
Reconciled A transaction is considered reconciled once its payments have been applied to your accounting system.
Receipt Sent Indicates whether a payment receipt has been sent to the customer.

FAQ

What happens if one of my invoices in a transaction is paid before the transaction has completed?

For all transactions except for Direct Debit / ACH, this will void the transaction, a new transaction will be created from the invoices left unpaid

A customer tried to pay a invoice in the online portal, the first payment wasn't successful why did it create two transactions?

Invoices paid through the payment portal will not reuse existing transactions, each attempt to charge a card will create a new transaction.

A customer tried to pay a invoice in the online portal the payment failed why didn't RPS try and bill the card?

Once a card has failed in the portal the transaction is locked (and any invoices associated with it) so it won't be picked up by RPS schedule, this is by design to allow the customer time to fix the issue manually and re-try in the portal. To unlock the transaction and allow RPS to bill the invoice(s) click on the failed transaction and delete the transaction.