Viewing and Pending Batches

Use the Pending Payments screen to view batch payments that are:

• Contain at leas one payment awaiting funding or scheduled for a future date
• Contain at least one payment with an error
• Were rejected or cancelled by a user

The navigation steps depend on how you access customer accounts. In the product, you won’t see labels like “Direct customer” or “Partner”; we use them here only to describe different access patterns.

Finding your Pending Batches

The navigation steps depend on how you access customer accounts. In the portal, you won’t see labels like “Direct customer” or “Partner”; we use them here only to describe different access patterns.

In all cases, you access Pending Batches from the Pending Payments screen, which sits inside the collapsible Payments menu in the side navigation (labelled All Payments for Partners). You may need to expand Payments first.

If you only access your own organisation’s accounts (Direct customers)

1. In the side menu, select Payments.
2. Select Pending Payments.
3. At the top of the screen, select the Batches tab.

The Batches tab is highlighted when it is active. Each pending batch appears as a single row in the table.

If you act on behalf of multiple customers (Delegates and Multi-Customer users)

You can switch between customers, but you view one customer at a time.

1. In the side menu, select Customers.
2. Select the customer whose pending batches you want to view.
3. From the customer-specific menu that appears, select Payments.
4. Select Pending Payments.
5. At the top of the screen, select the Batches tab.

You now see all pending batches for the selected customer. Each batch appears as a single row in the table.

If you manage multiple customer accounts (Partners)

You work with multiple customers and can see pending batches across all of them.

To see all pending batches across all customers:

1. In the side menu, select Payments.

2. Select Pending Payments.

3. At the top of the screen, select the Batches tab.

The table shows pending batches across all customers you manage.

To focus on a specific customer:

1. In the side menu, select Customers.

2. From the list, select the customer whose pending batches you want to view (this assumes that the customer’s identity).

3. From the customer-specific menu that appears, select Payments.

4. Select Pending Payments.

5. At the top of the screen, select the Batches tab.

6. You now see only pending batches for the selected customer. Each batch appears as a single row in the table.

Working with pending batches

From the Batches tab:

• Open a batch: Select a row to view the batch details view.
• Review payments in a batch: In the batch details view, you can see all payments included in that batch.
• Cancel a batch (where allowed):
• If you have the required permissions, you can cancel batches that are awaiting funding or scheduled for a future date.
• You cannot cancel batches that have already been processed.

Related guides

• Viewing and Searching Pending Batches: Learn how to view and manage pending batch payments (payments submitted in bulk).
• Payment Statuses: See detailed explanations of the different payment statuses you might see on the Pending Payments page.