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Edit a Payment Confirmation

Overview​

This feature allows you to edit and update the contents of an already created payment confirmation.

Purpose​

You can review the management information linked to the payment confirmation according to your operational status and keep it up to date.

Since you can update only the necessary information without changing the links to the buyer or the amount, you can manage the records related to billing and payment while maintaining consistency.

Feature Description​

Editable items​

You can edit the following items.

  • Maker bank
  • Payment Confirmation No.
  • Confirmed Date
  • Note
  • Tag

Positioning of Payment Confirmation​

Payment Confirmation is a feature to clear the billing balance held by the buyer.

For details on creating payment confirmations and how the billing balance works, please check the following operation manuals.

Maker bank​

If you want to set a maker bank, you need to create a bank account master in advance.

You can use bank accounts corresponding to the currency.

Please refer to Create a Bank Account for instructions on how to create a bank account.

The maker bank can also be left as Not set.

Instructions​

Move to Payment Confirmation Editing Page​

  1. Click the Transactions menu > Billing Management.
  2. Click the Payment Confirmations tab.
  3. Click the Edit button of the payment confirmation you want to edit.
    You will be redirected to the "Payment Confirmation Editing" page.

How to fill out the form​

Edit the input items as needed.

Basic Information​

  1. Maker bank
    Select the bank account for payment from the pull-down menu.
    You can use bank accounts corresponding to the currency.

    If you do not register a bank account, select Not set.

  2. Payment Confirmation No.
    Enter the payment confirmation no.

  3. Confirmed Date
    Enter the date the payment was confirmed. Specify the date from the calendar.

    *We recommend entering the date the payment was actually made.

  4. Note
    Enter an internal memo. It will not be output to the PDF.

Tag Settings​

  1. Select Tags
    Select the tags to apply to the payment confirmation.

    You can set control tags for internal data classification and operational notes.
    Control tags are not visible to buyers on their screen.

    Enable the checkboxes of the tags you want to set from the options.

    If you want to create a new tag, please check How to create a tag.
    It explains how to create tags in detail.

How to create a tag​

  1. Click the Create Tag button.
    The "Create a New Tag" modal will open.

  2. Enter the following items.

    • Tag Code(Required)
      Enter a code to identify the tag.
    • Tag Name(Required)
      Enter the display name of the tag.
    • Description
      Enter a brief description of the tag.
    • Tag Color
      Specify whether to set the tag color using the toggle button.
      • Set Color is enabled: Specify any color from the color picker.
      • Set Color is disabled: The tag color will not be set.

  3. Check your entries and click the Create button.
    The created tag will be added to the options for Select Tags.

Update Payment Confirmation​

Check your entries and click the Update button.

If successful, the payment confirmation will be updated.

Important Notes​

Uneditable items​

Because they affect the calculation of the billing balance, the following items cannot be edited in the payment confirmation editing feature.

  • Buyer
  • Payment Confirmation Amount
  • Currency

Troubleshooting​

I want to correct the payment confirmation amount or buyer link​

Errors in the Payment Confirmation Amount, Buyer, and Currency cannot be corrected by editing.

Please delete the relevant payment confirmation and recreate a payment confirmation with the correct content.

Please refer to Create a Payment Confirmation for instructions on how to create a payment confirmation.