Resolving Pending Billing Policy Charge Error

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Overview

A Billing Policy Charge is displaying as Yellow in the Charges/Payments tab, and you are unable to apply a payment.

Prerequisites

  • Access to the Admin tab in the system.
  • Permissions to review and confirm billing batches.

Steps

  1. Identify Issue:
    - The Billing Policy charge is displayed as Yellow, indicating the billing policy batch is still in a Pending state.
  2. Access Batch Review:
    - Click on the Menu button.
    - Select the Admin tab.
    - Click on Batch Review within the Periodic Billing section.
  3. Search and Select Batch:
    - Click Search.
    - Click the displaying Pending batch.
  4. Confirm Batch:
    - Within the Batch Summary, click on the Status dropdown.
    - Adjust the status from Pending Review to Confirm.
    - Click Submit to finalize.

Troubleshooting

  • Ensure you have the necessary permissions to access and modify billing batches.
  • Verify that the batch status is correctly updated to Confirm to resolve the issue.