Pending Payment Status Overview
The administrator can set an entire division in the Pending Payment status or they can specify users.
This option is only available with the Send Bill functionality. If this functionality is not being used, the Pending Payment status is not available.
If a user is subject to the Pending Payment status and they checkout using the Send Bill functionality:
- They are placed in Pending Payment status and they cannot access the course material until the payment is received. The user cannot purchase training units and cannot use the Send Bill option for any purchase.
- When the payment is received, the administrator must adjust the payment status from Pending Payment to Complete. Once this occurs the user can access the material.
- If an ILT session is purchased, a seat is reserved until the administrator chooses to cancel the order.
- If No Show Fees are enabled, the user is subject to these fees if a payment is not received and reconciled prior to the session or if the user does not attend the session. Note: No show fees are implemented once the roster is submitted.
The following table lists all payment statuses related to the Pending Payment status:
The following email triggers are available via Email Management in the Billing category:
|Pending Payment Notification||This email is triggered when a user checks out using the Send Bill functionality and is subject to the Pending Payment status. This alerts them that they are in Pending Payment status. This email can be sent to a specific user, position, or the Purchaser.|
|Order Status Adjusted||This email is triggered when a user's order status is changed. This email can be sent to a specific user, position, Purchaser, or Order Status Adjuster.|