Pending E Checks through Global

I tried an e-check payment type on the payment filter and payment status as pending and neither show any results.

Chad I actually have to go in every day in the gear and check these payments. I download them to excel. I created a payment method called echeck pending so I can post them for the customer to see that they have started the payment process. I have noticed it takes global about 3-5 days to put the amount in my checking account but then it takes up to 10 day for it to post into IO. Since I check it everyday if the name and amount is not on the echeck list anymore then I know it has either cleared or the check did not go through. The only way I know is to go on the customers contract and see if there is a double payment. Then I just go in and delete the echeck pending and leave the global entry in there. Does that make sense. Happy to jump on a call or video chat to show you how I do it. Kind of a pain and I wish there was a better way but alas as far as I know IO does not have a solution for this so I came up with my own.

PS using the payment status as Pending when creating a filter does not work Susan, FYI. So it is in there now but I can't get it to work.

I tried and it does seem to work on the payment page

If I create a filter where payment status is pending it does not work it shows no results and I am 100% sure I have many pending right now. So if I am doing something wrong please enlighten me because having to do this every day really sucks!

Yes I know I can see it this way, it is the way I have to do it every single day to then go in and pay them myself until they clear but you cannot create a filter to then create a automation to let me know when these come in.

Me too, except I only have 1. I tried payment type and lead type.

There's still no way around that Michelle...it would have to be tracked daily to keep up to date

Susan this is what we're talking about. The filter works ON THAT PAGE, but we can't use it in a automation because the filter itself can't see what leads have what payment types or payment status.

https://www.awesomescreenshot.com/video/39736483?key=9608e6cbd1b0d652989006348b573722

I'm sorry susan, I'm not sure I understand. Is the payment status and type fields different than every other field on a lead? Does it not get tracked regularly to see if it's changed?

Correct, this isn't able to be used on automations at this time...everything would have to be tracked manually. I think Michelle may have even started using an optional field to do this?

Nope I do it manually every single day. I have to go in the payments screen and download them to an excel spreadsheet to keep track of. Hate it but it is what it is. I have thought of doing away with echecks but people like the paying less in fees. Chad again if you would like to see my process I can try and make a video but I am not as smart as you are with that stuff.

I would love to see a video. I'm really not that smart. I'm not an idea guy, I'm an implementation guy

Lol see I'm the opposite. I will work on it and get it over to you Chad.

In the meantime create this report to use in payment screen. Video hopefully coming to you tomorrow. I have to bring in my laptop. I am so technology dumb I don't even have camera and microphone on my computer.