Overview

This guide explains the updates to payment banners in CORE for Bank and ACH (e.g., Direct Debit) transactions. Clearer color cues and new messages now help you easily tell whether a payment is still processing or truly successful, reducing missed failed payments and improving staff confidence during busy times.

 

Prerequisites

• Access to Core with payment permissions

• Active Bank or ACH payment methods enabled

 

Step-by-step instructions

 

Step 1: Understand the new banner updates

• For Bank and ACH transactions, the payment banner now clearly shows if a payment is:

• Processing (with a unique color cue)

• Successful (standard green)

• Failed (standard red)

 

Tip: This only applies to Bank and ACH payments — Credit Card and Cash transactions were already immediate and won’t change.

 

 

Step 2: Know what each banner color means

• Processing Banner: Indicates that the Bank or ACH payment is still being verified. Payment is not yet final.

• Success Banner: Means the payment has fully cleared and is confirmed.

• Failure Banner: Means the payment has failed and needs follow-up.

 

 

Step 3: What to do after seeing a processing banner

• Processing times vary depending on the client’s bank.

• Always manually check the Invoice History later to verify if the payment cleared.

• Staff should avoid assuming a payment is successful just based on the initial processing banner.

 

Tip: It’s best to double-check status before completing membership activations or handing out products.

 

Expected outcome

Front desk teams and managers will have a clearer, more reliable way to understand real-time payment status for Bank and ACH transactions, leading to fewer missed failed payments and better client service.

 

Troubleshooting / FAQs

 

Q: Does this update affect Credit Card or Cash payments?

A: No. Credit Card and Cash payments already process immediately and use green (success) or red (failure) banners.

 

Q: Can I rely only on the banner to finalize client check-ins?

A: No. Since Bank and ACH payments process asynchronously, always double-check the Invoice History before completing important client actions.

 

Q: Is there any change to how payments are processed?

A: No. This is a visual messaging update only — the underlying payment processing remains the same.

 

Still need help?

Reach out to our support team via [email protected]