Recall and Resubmit a Payment

Audience: Accounting Manager

Summary: This article explains when payments can be recalled, how to recall them, and how to resubmit them after making updates.

Topics covered:

• Recall a Payment
• Resubmit a payment

Overview

Payments may need to be recalled if they were submitted with incorrect information or if the invoice or vendor record changed during processing. This article outlines when payments can be recalled, how to recall them, and how to resubmit them.

When Payments Can Be Recalled

A payment can be recalled only before it has been approved by a payment authorizer.

• ACH, Card, and Virtual Card payments: Can be recalled any time before approval. After approval, the payment must be voided.
• Check payments: Can be recalled until 11:59 PM ET on the day the payment is approved. After that, they must be voided.

Payments must be in one of the following statuses to be recalled:

• Scheduled
• Waiting Approval
• Failed

Recall a Payment

You can recall a payment from either the Payments tab or the Search tab.

Option 1: Recall from the Payments Tab

1. Go to the Payments tab.

2. Select All or use the search bar to locate the payment by amount or vendor.

3. Select the payment amount to open the payment details.

4. Select Add to Queue.

Result: The payment is returned to the payment queue under the Invoices tab.

Option 2: Recall from the Search Tab

1. Go to the Search tab.

2. Select Payments, and search by amount, vendor, or other available filters. Select the payment amount to open the payment details.

3. Select Add to Queue.

Result: The payment is returned to the payment queue under the Invoices tab.

Resubmit a Payment

You can resubmit a payment in two ways, depending on whether invoice changes are required.

Option 1: Resubmit Without Invoice Changes

1. Go to the Invoices tab.
2. Locate the invoice with the returned payment.
3. Confirm the payment details.
4. Select Submit.

Result: The payment is resubmitted for approval.

Option 2: Return Invoice to Unpaid (If Invoice Changes Are Needed)

If you need to modify the invoice before resubmitting:

1. Go to the Invoices tab.
2. Locate the invoice with the payment in queue.
3. Open the dropdown next to the payment.
4. Select Return to Unpaid.

Result: The invoice becomes editable. After making updates, you can re‑queue and resubmit the payment.

You can also remove the payment from the queue by selecting the x next to the amount or by selecting Remove All.

• Phone: 855‑672‑9669
• Email: mtsupport@mineraltree.com