GoFreight Pay Payment List

GoFreight Pay Payment list is the dedicated page for you to write-off invoices paid through
GoFreight Pay link and trace the payment status.

1.6 GoFreight Pay Payment List

GoFreight Pay Payment list is the dedicated page for you to write-off invoices paid through
GoFreight Pay link and trace the payment status.

1.6.1 Setting - Connect your merchant bank account

Before starting to write-off invoices at the GoFreight Pay Payment list, please contact the
support team gfpay@gofreight.co to connect your merchant bank account to the “Bank”
of your payment entry.

The indicated bank will be the default bank for your GoFreight Pay payment entry.

1.6.2 GoFreight Pay Status

There are 7 payment status in your GoFreight Pay Payment page. The table below
indicates each status, its definition and belonging tabs.

Status Definition Tab

The payment is scheduled by your customer at a
Scheduled Processing
future date successfully
Schedule A scheduled payment is canceled by your customer.
Processing
Canceled They can schedule again after canceling.
The payment is submitted by your customer
Processing Processing
successfully and it is undergoing processing
The submitted payment is declined. Please ask the
Failed Processing
payer to submit the payment again.
Received The processed payment is settled by the processor Received
Received
Returned The payment has been returned.
Completed
Completed The balance of the payment is 0. Completed

1.6.3 How to track Payment Status

When you enter GoFreight Pay Payment page, you may see there are 3 tabs:
“Processing”, “Received”, and "Completed" Tab. You can track your payment status in
each tab.

(1) Processing Tab

Processing Tab includes payments that are in pre-processing statuses such as

“Scheduled”, “Scheduled Canceled”, “Processing” and “Failed”. You may check the
status of payment by viewing the field “GoFreight Pay Status”.
 A. Filter

Click “Filter” and you can search the payment you’re looking for by entering “Reference
No.” in the “Keyword”, or select one of the criterias. You may also select different status
in “GoFreight Pay Status”. Click “Apply Filters” to get the payment.

B. Est. Arrival Date

For the scheduled payment, the system will auto-generate its estimated arrival date.
 C. Updated Date of Status

When moving your mouse over the “GoFreight Pay Status”, you may view the updated
date of the status.

(2) Received Tab

Received Tab contains payments that are "Received” or “Returned”.

A. Filter

Click “Filter” and you can search the payment you’re looking for by entering “Reference
No.” in the “Keyword”, or select one of the criterias. You may also select different status
in “GoFreight Pay Status”. Click “Apply Filters” to get the payment.
 B. Updated Date of Status

When moving your mouse over the “GoFreight Pay Status”, you may view the updated
date of the status.

C. Receive Payment

You may receive the payment by clicking on “Receive Payment” button. Please refer to
“1.6.2 How to write-off invoices through GoFreight Pay Payment List?”.
(3) Completed Tab

The Completed Tab includes payments that are “Completed” or “Returned”.

A. Filter

Click “Filter” and you can search the payment you’re looking for by entering “Reference
No.” in the “Keyword”, or select one of the criterias. You may also select different status
in “GoFreight Pay Status”. Click “Apply Filters” to get the payment.

B. Updated Date of Status

When moving your mouse over the “GoFreight Pay Status”, you may view the updated
date of the status.
1.6.4 How to write-off invoices through GoFreight Pay Payment List?

After the invoice has received the payment amount through GoFreight Pay link and its
GoFreight Pay Status has changed to “Received,” you can enter the GoFreight Pay
Payment list to write-off invoices in batch. The reconciliation process can be completed
in one click and the invoice’s GoFreight Pay Status to “Completed” automatically.

1.6.4.1 Go to Accounting > GoFreight Pay Payment > Received Tab

1.6.4.2 Filter invoices you need to write-off

You can utilize Ref No. or other conditions in “Filter” to filter out the invoices you need to
write off.

1.6.4.3 Select invoices and click “Receive Payment”

Once you click the “Receive Payment” button, receive payment entries will be
automatically created in batch with the following information.
(1) Payment Post Date: Today
(2) Payment Type: GoFreight Pay
(3) Payment Amount: Full invoice amount
(4) Bank: The bank set as your connected merchant bank account
1.6.4.4 Review the receive payment details if needed

After clicking “Receive Payment” button, a pop-up page will show the receive payment
result. You may directly click “OK” or check the payment details by clicking on the
“Payment Date”.

1.6.4.5 Complete writing-off invoices

Once receive payment entries are created successfully for the invoices, following
information will be updated to the GoFreight Pay Payment list.
(1) Payment Date: Payment post date
(2) Paid Amount: Full amount
(3) Invoice Balance: 0.00
(4) GoFreight Pay Status: Changes to “Completed.”