The following diagram shows the possible lifecycle of a payment.
This diagram only makes sense in the context of the page used to maintain a payment. Refer to Payment - Main for the details.
Payments are initially created in the Incomplete state. Payments in this state don't have payment segments or financial transactions; they are simply a stub awaiting distribution.
Click Distribute to distribute a payment amongst an account's obligations.
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If the system cannot distribute the payment (for whatever reason), the payment is moved to the Error state. You may delete such a payment.
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If the system successfully distributes a payment, the payment becomes Freezable.
Click the - button to physically remove an Incomplete, Error or Freezable payment from the database.
Click Freeze to freeze a payment and its financial transaction. Freezing the payment causes the following to occur:
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The system executes any payment freeze algorithms linked to the account's account type and to the obligation's obligation type.
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The payment's state becomes Frozen and the payment may now appear on a taxpayer's bill.
You may not change a payment once it is frozen. However, you may reverse the payment's financial effect by clicking Cancel button. Clicking this button will cause the following to occur:
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A new financial transaction is generated and linked to the payment. This financial transaction reverses the financial effects of the original payment.
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The system executes any payment cancellation algorithms linked to the account's account type.
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If the payment has a related adjustment, this adjustment is also cancelled.
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The payment becomes Canceled.