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Pending Payments

Introduction​

This guide explains how to use the Pending Payments page in My Home Plan to review, approve, or decline payments that are awaiting verification.

Accessing the Page​

  1. From the left sidebar, click Payments.
  2. Choose Pending Payments from the payments-related navigation.
  3. The page can also respect a company context via the URL (e.g., ?company=123). If omitted, it uses the currently selected company from the app context.

Navigating the Page​

  • Breadcrumbs: Shows the current location as Pending Payments.
  • Company Context: The list is filtered by the active company; you can deep-link using ?company= in the URL.
  • Pending Payments Table:
    • Related Lead — Clickable link to the client details page (/clients/:id). Shows the client name and, if available, the assigned agent.
    • Related Installment — Clickable link to the client installment group page (/clientInstallments/:groupId).
    • Amount — Formatted in AED. Income amounts appear in green; expenses in red.
    • Description — Free‑text note added to the payment.
    • Transaction Date — Relative time since the payment occurred (e.g., “2 hours ago”).
    • Company — Company name associated with the payment.
    • Created By — User who submitted the payment.
    • Actions — Contextual buttons (see below).
  • Transaction Details Modal: Opens when you click View, showing the full breakdown of a selected payment.

Key Features​

  • Role‑gated Actions: For users with super‑admin access level and for payments with pending status only:
    • Approve — Marks the payment as approved.
    • Decline — Marks the payment as declined.
    • View — Opens the transaction details modal.
  • Button Lock While Processing: Approve/Decline buttons are temporarily disabled while an action is being processed to prevent duplicate submissions.
  • Company‑aware Filtering: Data is fetched for the company in the query string or the currently selected company in context.
  • Real‑time Refresh After Actions: The list refreshes automatically after approving or declining a payment.

Common Tasks​

  1. Open a Client or Installment
    • Click the Related Lead link to open /clients/:id.
    • Click the Related Installment link to open /clientInstallments/:groupId.
  2. Review a Payment
    • Click View in the Actions column to open the details modal.
  3. Approve a Payment (super‑admin only)
    • Click Approve. The row will refresh after the update.
  4. Decline a Payment (super‑admin only)
    • Click Decline. The row will refresh after the update.

Troubleshooting​

  • No Pending Payments Listed
    • Ensure a valid company is selected or provided via ?company= in the URL.
    • There may simply be no pending items at the moment.
  • Action Buttons Disabled
    • The action may be in progress; try again after it completes.
    • You must have super‑admin access to see Approve/Decline buttons for pending items.
  • Errors When Loading or Acting on Payments
    • Check your network connection and retry.
    • If an API error message appears, try again or contact support.

Contact Support​

Reach out via: