EFT transactions are automatically or manually created.
Automated transactions occur when the Recurring Invoice Generation process is run. If the customer has a credit card or eCheck flagged for auto-recurring, when the recurring invoice is posted, a transaction will appear on the Open tab of the CC/eCheck Transactions list.
Manual transactions appear on the Open tab of the CC/eCheck Transactions list when one or more invoices are manually marked for payment with a credit card or eCheck. You may also submit an EFT payment that is not associated with a customer invoice.
If a transaction has not been submitted for funding, the transaction may be voided from the Open tab. Below are flow charts which explain the process flow.
Basic EFT Transaction Flow
Void an EFT Transaction Flow
Re-Submit a Transaction for Funding Flow
