How to close an Intra-Office Referral?
In Intra-Office Referral, when a payment is marked as Sent, the Referral Contact views the form as the Sending Side to either mark the payment as "received" or to report that it was "not received."
- As long as the payment has not been confirmed received by the Sending Side, the user can change the status from "Successful Transaction" to "Active."
- When the user confirms receipt of the payment, the referral is marked as Completed and Closed.