A Detected Payment Is Incorrect

A proposed Payment is unnecessary, duplicates another record, or contains an incorrect amount, balance, due date, direction, party, Property, invoice number, or document type.

Compare the proposal with the source Message and any attachment. Distinguish the invoice amount from the payment amount or balance due, the invoice date from the due date, and the payee from a payment processor.

Use Reject when no Payment should exist. Use Merge when it duplicates an approved Payment. Use Edit when the record is valid but a supported field is wrong.

Open the Payment detail, edit the payment or workflow fields, and select Save Payment or Save Payment Workflow. Change the Payment lifecycle status only when it reflects the real obligation. Approved does not mean Planobot sent money, and Done should be based on reliable completion evidence.

Use the contact form when a valid change cannot be saved or a review action repeatedly fails. Do not include account numbers or full private invoice content in the initial request.