As a Bureau User, within the Bureau Payments status screen, you have an option to dismiss a payment. This action means the payment is not being paid via the Cloud bank portal. This option is used if the client decides to make their own payment.
The dismiss option is only available if the payment status is 'New' or 'Not authorised'. It is not available if the payment has been downloaded, transmitted, or submitted on the Bank file portal.
To dismiss the payment, find it on your Payments list and use the drop-down option within the status of that payment. You can only dismiss a payment that is under status:
'Not authorised' - client has not authorised the payment via Cintra Cloud
'New' - client has authorised the payment, but it has not yet been submitted to BACS.
You need to provide a reason within the Dismiss payment window.
Warning! Dismissing this payment means the Bureau will not process it. However, the customer will handle the payment. Confirming this action will dismiss the bank file in Cintra.
Click Yes, dismiss payment button, or cancel if you do not wish to dismiss this payment.
You can report on all payments, including those that have been dismissed by going to Advanced View under the Payment status page.
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