As a Business Owner, Admin, or the Releaser of a transaction, you have the flexibility to choose several options if you experience a delayed transaction. You can opt to pay immediately, reschedule, or cancel them as needed. Learn more in this article.
- How to Resolve a Delayed Transaction
- How to Reschedule, Pay Now, or Cancel Your Delayed Transaction in Jack Portal
- How to Reschedule, Pay Now, or Cancel Your Delayed Transaction in Jack App
- How to Resolve a Delayed Card Bill Payment
- Related Articles
How to Resolve a Delayed Transaction
When a transaction has already been scheduled and your company balance is insufficient at the time of disbursement, your transaction will not proceed and the transaction state will be changed to “Payment Delayed”. You can view transactions with a 'Payment Delayed' status in three ways:
Dashboard: Check the 'Delayed Payment' section on your dashboard for a summary of delayed payments. Click to view the full list. This page is accessible only by Business Owner and Admin.
Transactions: Filter the status and choose 'Payment Delayed' to see these transactions.
Task: See ‘Delayed Payment’ section in the 'Task' page.
When your payment is delayed, users with roles such as Business Owner or Admin, or Releaser can easily do immediate actions. Here are the available options:
Pay Now: Choose this option when you wish to promptly settle delayed transactions. Please ensure that your company balance is sufficient for this action. You can apply this to individual transactions or in bulk.
Reschedule: You have the flexibility to reschedule a transaction to a new specific date and time or align it with a payment cycle established by the Business Owner or Admin. This can be done for individual transactions or in bulk. However, please note that when rescheduling in bulk, you can only reschedule to a specific date and time.
Cancel: If a scheduled transaction is delayed and the payment is pending, you still have the capability to cancel it. You can do it for individual transactions only. Special case for cancellation, Drafters of that transaction can also do it.
How to Reschedule, Pay Now, or Cancel Your Delayed Transaction in Jack Portal
In Jack Portal, you have the capability to do these all. Follow these steps to resolve a delayed transaction in Jack Portal:
Navigate to the Transaction page and search for any transaction with the "Payment Delayed" state. Alternatively, you can also go to:
The Task page and look for transactions in the "Delayed Payment" section, or
The Dashboard page, go to the “Delayed Payment” section, and look for the desired transaction.
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".
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.
Depending on your choice, follow the prompts:
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.
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.
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.
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.
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.
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.
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 Reschedule, Pay Now, or Cancel Your Delayed Transaction in Jack App
In the Jack App, as of the time of this article is written, you can only do two actions: “Pay Immediately” or “Cancel” a delayed transaction. Here's how to do it:
Navigate to the Transaction menu and locate the transaction in the “Payment Delayed” state. Alternatively, find transactions in the “Delayed Payment” section under the Task page.
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”.
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.
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.
In both (3) and (4) cases, you'll be required to enter your PIN.
After following these steps, your transaction will either be:
Paid immediately if you selected “Pay Now”.
Canceled if you chose to “Cancel” the scheduled transaction.
How to Resolve a Delayed Card Bill Payment
When you have set up an automatic payment for your card bills, there’s a possibility where the payment gets delayed because of insufficient company balance. To view the details of your delayed card bill payment, click on the Pay Bills button on the Corporate Card page. In such cases, as a Business Owner or Admin, you must take immediate action to settle it. The only way you can do is pay the bills right away before the due date.
Here's how to pay your delayed card bills payment in Jack Portal:
Go to the Corporate Card page, then beside the New Card button, you will see the Pay Bills button, which will be marked with an orange exclamation point. Click it.
You will see the details of the card bills payment with a "Payment Delayed" status. Check the billing statement, make sure your company balance is sufficient, and you can click the Pay Now button to promptly pay your card bills.
To confirm the payment, enter your PIN and click the Confirm button at the end.
Your card bills payment will be processed, and the suspension on your cards (if any) will be automatically lifted. Once it’s successful, you can see the transaction history in the Transaction page (filter Type = Card and Status = Success).
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