Status Transitions

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tl;dr

Typically items transition from pending -> processing -> initiated -> completed.
Items in a completed state indicate a successful payment.

Unsuccessful payments will end in issue or failed and require support to intervene.

Red arrows indicate transitions that are possible but require support's interventionRed arrows indicate transitions that are possible but require support's intervention

Red arrows indicate transitions that are possible but require support's intervention

Changeable - Non-Processing

needs_approval

An item in this state requires a user to take action on the item in the Routable dashboard per your account's approval settings.

ready_to_send

An item in this state requires either user action in the dashboard or an API call to move the item into pending, canceled, or externally_paid

scheduled

An item in this state will move to pending automatically on the date_scheduled

Unchangeable - Non-Processing

pending

An item in this state requires vendor or customer action and will be automatically transitioned to processing when the required action is completed.

Depending on the scenario, it is possible to transition an item in this state to either canceled or externally_paid by contacting [email protected]

Unchangeable - Processing

processing

An item in this state is actively being processed

issue

An item in this state indicates that there was an issue when trying to initiate the payment.

Please contact [email protected] and our support team can help restart the payment or move it into other final states (e.g. canceled or externally_paid).

initiated

An item in this state has had the payment initiated with our banking partners

failed

An item in this state has failed after initiating the payment.

Please contact [email protected] and our support team can help restart the payment or move it into other final states (e.g. canceled or externally_paid).

Final

canceled

An item in this state has been canceled.

externally_paid

An item in this state has been marked as externally paid.

completed

An item in this state has been paid.


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