Process Name:

Agent Cancels a Pending ACH Debit Payment

Role:

•      Agent

Objective(s):

The Agent needs to cancel a payment that is still “Pending”.

Before you begin:

•      The Agent has made an ACH Debit payment.

•      The payment is in a “Pending” status.

•      The Agent has a need to cancel the payment.

What happens next:

•      The payment is cancelled and will not be applied to the UI payment balance due.

1. 

From the Agent Portal Home screen, click the Payments left navigation menu item.

SUITS displays the Agent Payment Function Maintenance screen.

2. 

Click the Make Payments hyperlink.

SUITS displays the Agent Payment Wizard – Amount Due Summary screen.

•      This screen displays the Employers the agent has the authority to make payments for. 

•      Review the grid with the Employer Account ID, Employer Name, and Amount Due.

•      Click on the Employer Account ID link to view the debt details for a client.

3. 

Select the radio button for the payment you’d like to cancel.

4. 

Click the Cancel Payment button.

SUITS displays the Payments Wizard – Cancel Payment screen.

5. 

Click the Cancel Payment button.

6. 

Click the Finish button.

SUITS will display the Agent home screen.