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Viewing/managing a payment request
Viewing/managing a payment request
Christiaan Lok avatar
Written by Christiaan Lok
Updated over 9 months ago

Viewing a payment request shows detail of that request, and actions you are able to perform on it.

Information shown and actions available differ between payment requests based on the payment method used, finance options selected/enabled and the status of the request. Not all of the points below will be available or applicable to every request, this is ok.

Request details

The top card shows a summary of key information about the request, including:

  • Customer or borrower name (as applicable/available)

  • Payment request ID (the unique ID within Rello for this payment request)

  • Reference (your reference, added by the creating user)

  • Created by (the user/platform who created the request)

If the finance product offers a "statement of account", you'll see a link to tap and download the PDF.

You may also see a financial summary (depending on the type of payment or product selected), covering:

  • Request amount (the amount originally requested to be paid/funded)

  • Service fee (the fees applied - card surcharge or service fee for a finance product - and who pays that fee)

  • Total repayable by the borrower (if a finance product)

  • Amount payable to the nominated account

    • If you've sent a request to a customer, this is the amount Rello disburses to you

    • If you've requested Rello pay an external account, this is the amount Rello disbursed to that account

  • Current balance (if a finance product)

  • Due date (if a finance product)

Actions

You will see available actions as buttons, depending on the type of payment or product selected, and the current status of the request:

  • Cancel request

    • Typically available before a request has been activated or disbursed

    • Cancels the request, rendering it inaccessible by customers and no longer usable by you

  • Resend request

    • Available on payment requests send to customers, before the request has been activated/completed

    • Resends the SMS/email sharing the link to the customer

  • Mark as paid

    • Available on payment requests send to customers, before the request has been activated/completed

    • Use if you've received payment outside of Rello's services for this payment request, and want to mark it as paid.

  • Repay balance

    • Available on direct funding requests on some products, allowing you to trigger a direct debit on your account for the outstanding balance

Again, not all actions will be available on all requests - some payment methods or finance options won't allow these actions, or the actions may not be supported while the request is in the current status.

"See more" to view further detail

Depending on the payment method or finance option, tapping "see more" may display any of the following sections.

  • Additional information

    • Data required by Rello to create or activate the request (various permission settings to allow viewing, editing after a payment request has been created or activated)

  • Attached files

    • Any files attached to the payment request by you, that are not part of the "additional information" data set

  • Disbursements & payments

    • The bank account we'll disburse to

    • The bank account to direct repayments to (if manual payments are to be made)

    • The bank account or payment method we'll debit from (if auto-debit is enabled)

  • History

    • Dates the request has moved through the status lifecycle

  • Contact details

    • Contact details stored against the request, either set in the request template or by the creating user and/or customer

Again, not all sections will be displayed on all requests - some payment methods or finance options won't enable or display some sections for you, or the data may not be available while the request is in the current status.

Payments

The bottom card displays all payments on the request, past and future, once the request has been activated or completed. Not all transaction types are applicable to all payment requests.

Types of transactions

  • Disbursement

    • The payment from Rello to you or your nominated account

    • Shows as "pending" until the funds are confirmed to have been sent to you when it will show as "disbursed"

    • Shows "DC" (direct credit - can take 2-3 days to receive) or "NPP" (New Payments Platform - received instantly) to indicate the payment services supported by your bank

  • Scheduled payment

    • Any future payment scheduled for auto-debiting, or to be manually paid

  • Payment

    • Any successful or failed payment (via direct debit or card), showing the method and unique transaction reference

  • Auto retry

    • A future card payment scheduled for auto-debiting, automatically created by some finance product when a scheduled card payment fails

  • Early payout

    • A manual payout attempted/completed by you or a customer

  • Fee (multiple types)

    • Any additional fees added/accrued/debited to the payment request

  • Bank transfer

    • An EFT received and reconciled to this payment request

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