Upcoming payment is a unique feature to the Users. It upfront reminds user about the payments which are due for payment in the coming seven days or the following 30 days. By default the view of all the upcoming payments in next seven days for all the accounts mapped to you are listed. Whereas user can switch between weekly and monthly view options.
All the below transactions will be reflected in ‘Upcoming Payments’ as per the date of the transaction:
Prerequisites:
Features supported in application
Following transactions are allowed under Upcoming Payments
How to reach here:
Dashboard > Upcoming Payments Widget > View All > Upcoming Payments Inquiry
OR
Dashboard > Toggle Menu > Payments > Upcoming Payments Inquiry
OR
Dashboard > Payments Menu > Upcoming Payments > Upcoming Payments Inquiry
Summarized view of all upcoming payments of next seven days, maintained under accounts mapped to you, is listed on Upcoming Payment Inquiry screen. An option is provided to view the upcoming payments of specific account. You also check the upcoming payment for next 30 days by clicking on, ‘Next Month’ tab.
To view all the upcoming payments:
Field Name |
Description |
---|---|
Date |
Date of execution of transaction. |
Description |
The account number whose inquiry is to be done along with the account nickname. For more information on Account Nickname, click here. |
Amount |
Transfer amount along with the transfer currency. |
Type |
Type of the payment is displayed. The payment type will be mainly categorized as:
|
Action |
To cancel the transaction or repeat transfers maintained for the transaction. |
Further drill down is provided on the record to view the complete transaction details. Upcoming payment also can be canceled by you. Transaction details specific fields are displayed on the screen.
To delete or cancel the transaction or SI maintained for the transaction:
Upcoming Payments - Cancel Transfer
FAQs
What are the type of payments that are shown under "Upcoming Payments"?
Can I cancel the upcoming payment which is due today?
Can I cancel a specific installment of recurring payment?
Can I cancel the upcoming payment booked from other channel?