In an ideal world, 100% of the payment requests that you and your team create would convert to successful payments. But we know that this will not always be the case.

Savvi makes it easy to keep tabs on payments and transactions that have not completed so that you can quickly follow up with customers or spot potential credit problems.

You may want to cancel an outstanding payment request if, for example, a customer has already paid via another method, or an error was made in the request, or if you need to write off bad debt.

On the other hand, you may want to convert outstanding payment requests by chasing down a late payment and resending the request to your customer.

Whatever the business reason, here are a few steps to guide you through reducing your outstanding payment requests in Savvi.

Remember that any changes made in Savvi may have a downstream impact with other processes so best to get your whole team on the same page first.

Your payment gateway is your "single source of truth" for checking if a payment has succeeded. e.g. via Stripe dashboard

Check your Savvi dashboard to view a summary of succeeded vs outstanding payment requests in Savvi for the period of interest

Scroll through your list of payments in Savvi to find outstanding payment requests (in yellow), and click "load more" each time you reach the bottom

Select the payment request of interest to view the summary

Decide between either (1) resending the payment request by SMS, (2) copying the link to send by email, or another channel [share], or else (3) simply cancel the payment request. Select the option from the dropdown menu on the right-hand side.

As always, if you are resending the request via an SMS (text message) best to speak to a customer so that they are expecting to receive it.

Your dashboard view will update to reflect the new amounts outstanding in Savvi

If you have any questions about best practices for chasing outstanding payments, or managing your cash flow in general, feel free to reach out to our team at any time.

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