Can I Reschedule, Pay Now, or Cancel a Previously Scheduled Transaction?

Regardless of whether you're a Business Owner, Admin, or the Releaser of a transaction, you have full control over scheduled transactions. With this control, you can decide whether to make an immediate payment, reschedule it, or cancel it altogether. This article reveals full steps to do that. 

Table of Contents

• Flexibility to Reschedule, Pay Now, or Cancel Your Scheduled Transaction
• How to Reschedule, Pay Now, or Cancel Your Scheduled Transaction in Jack Portal
• How to Pay Now or Cancel Your Scheduled Transaction in Jack App

Flexibility to Reschedule, Pay Now, or Cancel Your Scheduled Transaction

Even when a transaction has already been scheduled, users with roles such as Business Owner, Admin, or Releaser can easily make adjustments. Here are the available options:

• Pay Now: Use this option when there's an urgent need to pay a scheduled transaction as soon as possible. Please ensure that your company balance is sufficient for this action. You can do it for each single transaction or in bulk.

• Reschedule: You can reschedule a transaction to occur on a new specific date and time or based on a payment cycle established by your Business Owner or Admin. You can do it for each single transaction or in bulk. Note that if you opt to reschedule transactions in bulk, you can only choose a specific date and time for rescheduling.

• Cancel: Even if a transaction has been approved and scheduled, you retain the capability to cancel it. You can do it for each single transaction only. Special case for cancellation, Drafters of that transaction can also do it.

In Jack Portal, you have the capability to do these all. However, as of the time of this article, in the Jack App, you can choose only between "Pay Now" or "Cancel". 

How to Reschedule, Pay Now, or Cancel Your Scheduled Transaction in Jack Portal

Follow these steps to adjust your scheduled transaction in the Jack Portal:

1. Navigate to the Transactions page and search for any transaction with the "Scheduled" state. Alternatively, you can also go to: 

1. The Alerts & Attention page and look for transactions in the "Scheduled Payment" section or 

2. The Dashboard page, go to the “Scheduled Payments” section, and look for the desired transaction.

2. Select the transaction you wish to modify. In the transaction details page, you will see three options at the bottom: "Reschedule", "Pay Now", and "Cancel".

3. If you choose to "Reschedule", you will be presented with three selections:

• "Pay Immediately" if you want to make the payment right away.

• "Specific Date & Time" if you wish to select a date and time for the payment.

• "Payment Cycle" if you want to follow a Payment Cycle which was created by your Business Owner or Admin.

4. Depending on your choice, follow the prompts:

   1. If you choose "Pay Immediately" after selecting "Reschedule", your company balance will appear at the bottom. If it’s sufficient, you can click the Continue button.

2. If you choose "Specific Date & Time" after selecting "Reschedule," you will be asked to input your desired date and time for this transaction payment schedule, then click the Continue button.

3. If you choose "Payment Cycle" after selecting "Reschedule," you will be asked to choose which available Payment Cycle to apply to, then click the Continue button.

5. If you choose to "Pay Now", you will see a payment confirmation screen along with your company balance at the bottom. If it’s sufficient for payment, you can click the Pay Now button.

6. If you wish to "Cancel”, you will see a payment confirmation screen, and you will be prompted to enter a cancellation reason. Afterward, you can click the Cancel Transaction button.

7. Regardless of your choice to do step (3), (5), or (6), you will be asked to enter your PIN then click the Confirm button at the end.

8. Following these steps, your transaction will either be:

• Paid immediately if you chose "Reschedule" → "Pay Immediately" or "Pay Now".

• Rescheduled to a new date if you chose "Reschedule" → "Specific Date & Time" or "Payment Cycle".

• Canceled if you chose to "Cancel" the previous scheduled transaction.

How to Pay Now or Cancel Your Scheduled Transaction in Jack App

In the Jack App, as of the time of this article is written, you have two options: “Pay Immediately” or “Cancel” a scheduled transaction. Here's how to do it:

1. Navigate to the Transactions menu and locate the transaction in the “Scheduled” state. Alternatively, find transactions in the “Scheduled Payment” section under Alerts & Attention page.

2. Select the transaction you want to modify. In the transaction details page, at the bottom, you'll find two options: “Pay Now” and “Cancel Transaction”.

3. If you choose to “Pay Now”, a payment confirmation slider and your company balance will appear at the bottom. If it’s sufficient for payment, you can click the Pay Now button.

4. Opting for “Cancel Transaction” will display a payment confirmation slider. You'll be prompted to enter a cancellation reason before clicking the Cancel Transaction button.

5. In both (3) and (4) cases, you'll be required to enter your PIN and then click the Confirm button at the end.

6. After following these steps, your transaction will either be:

   1. Paid immediately if you selected “Pay Now”.

2. Canceled if you chose to “Cancel” the scheduled transaction.

Related Articles

• How to Schedule a Transaction

• How to Create a Payment Cycle

• What to Do When My Scheduled Transaction is Delayed?