Processing a Pending Payment

Overview

This guide walks you through how to process a pending payment for a client in Hapana Core. Processing a pending payment ensures the client’s account stays up to date and that their membership remains active without interruptions.

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Prerequisites

• Admin or staff access to Hapana Core.
• The client must already exist in the system with a pending payment status.

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Step 1: Log in to Hapana Core

1. Go to core.hapana.com/login.
2. Enter your login credentials.

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Step 2: Click Clients

1. From the top navigation menu, click Clients.

Tip: If you don’t see the Clients tab, ensure your user role has the correct permissions.

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Step 3: Search for the Client

1. Use the search bar to find the client by entering their name, email address, or phone number.

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Step 4: Select the Client's Name

1. Locate the client in the search results.
2. Click on the Client's Name to open their profile.

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Step 5: Navigate to Memberships Tab

1. Inside the client’s profile, access the Payments tab
2. Then click the Memberships tab.

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Step 6: View the Desired Membership

1. Find the membership associated with the pending payment.
2. Click the eye icon to the right of the membership.

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Step 7: Go to the Payment Schedule

1. In the membership view, scroll to the Payment Schedule section.
2. Locate the pending payment and click the Card icon next to it.

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Step 8: Select a Method of Payment

1. Choose a payment method:
   • Card/Bank
   • Account Credit
   • Cash
   • EFTPOS
   • Terminal

Tip: The available methods depend on the client’s saved details and your location settings.

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Step 9: Click Pay Securely

1. After selecting the payment method, click Pay Securely to process the payment.

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Step 10: Confirm Success Message

1. A green success message will appear once the payment has been processed.

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Step 11: Check the Payment History

1. The newly paid invoice will now appear in the Payment Log section of the client’s profile.

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Expected Outcome

• The pending payment will be successfully processed and recorded.
• The client's account balance and membership status will reflect the updated payment.

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Frequently Asked Questions (FAQs)

Q: What happens if I select the wrong payment method?

A: You can cancel the transaction before clicking Pay Securely and start the process again.

Q: Can I process multiple pending payments at once?

A: No, payments must be processed individually.

Q: Will the client be notified after a pending payment is processed?

A: Notification settings depend on your site’s communication preferences.

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Need help? Reach out to our support team at support@hapana.com!