Upcoming Payments INQUIRY
Upcoming payment is a unique feature available to users that displays the list of payments initiated by the user that are awaiting processing either on the same day or on a future date.
Through this feature, the user is able to view at a glance, all the payment transactions that are to be processed on the same day or in the near future. All the payment transactions are listed down as records with details such as the date on which the payment is due for processing, the amount of payment, description and the type of payment i.e. whether it is a one time payment or a repeat transfer.
The following payment transactions will be reflected in ‘Upcoming Payments’ as per the date of the transaction:
- Future Dated Transfers
- Future Dated Demand Drafts
- Repeat Transfers
Prerequisites:
- Transaction and account access is provided to retail user
- Upcoming payments are maintained under accounts
Features supported in application
Following transactions are allowed under Upcoming Payments
- View Upcoming Payments
- Cancel Upcoming Payment
Workflow
How to reach here:
Dashboard > Upcoming Payments Widget > View All > Upcoming Payments Inquiry
OR
Dashboard > Toggle Menu > Payments > Inquiries > Upcoming Payments Inquiry
OR
Dashboard > Payments Menu > Upcoming Payments > Upcoming Payments Inquiry
Upcoming Payment - Summary
The summarized view of all your upcoming payments starting with the most recent, are listed on Upcoming Payment Inquiry screen.
To view all the upcoming payments:
- All the scheduled upcoming payments appear as records on Upcoming Payments Inquiry screen.
OR
In the Search by Description, enter the description of the upcoming payment which you want to view and click
.
Field Description
|
Field Name |
Description |
|---|---|
|
Date |
The date on which the payment transaction is due for processing. |
|
Description |
The description of the payment transaction. This can include details such as name of the payee, photo as well as the type of transfer. Note: In case of own account transfer, payee's photo will not be displayed. |
|
Amount |
The transfer amount and currency. |
|
Type |
The type of transfer. The payment type will be mainly categorized as:
|
|
Action |
The option to cancel the transaction. |
- To cancel the transaction, click .
The 'Cancel Transfer' pop-up with a message prompting the user to cancel the transfer appears.
Upcoming Payments - View & Cancel
On selecting the option to cancel the transaction, a pop up window appears containing the details of the transaction. The user can view these details and confirm cancellation.
To cancel the transaction:
- Click against the record that you want to delete. The ‘Cancel Transfer’ pop-up appears which displays basic details of the transaction and also contains a button by which the user can confirm cancellation.
- Click to confirm the cancellation. The Verification screen appears if the transaction is configured for Two Factor Authentication.
- A message confirming cancellation of the transaction along with host reference number and transaction details appear.
Click Go to Dashboard, to navigate to the dashboard.
OR
Click More Payment Options to access other payment options.
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 a repeat transfer/ recurring payment?