Contact payment details are used for Batch Payment transactions in ApprovalMax Pay. ApprovalMax verifies the Contact payment details during Batch Payment creation:
When a Batch Payment request is submitted, or you click on the Check Payment Details button, ApprovalMax compares the submitted payment details to the payment details of the last successful payment made to this Contact. The result is illustrated with traffic light colours
Green means: this Contact was paid before and the last successful payment has the same payment details. The payment date is also displayed.
Yellow means: this Contact is getting paid for the first time, there are no successful payments with these payment details yet.
Red means: this Contact was paid before but the payment details have changed since then. The previous payment details of the last successful payment and its payment date are also shown.
The traffic light colours on the preview form reflect the status of the payment details at the time of submission. They remain unchanged and are not impacted by subsequent events, even if a payment status or the bank details change.
However, before a payment is sent, we double-check that the payment details were not changed since the batch was submitted. If they were edited, the payment will be blocked.