Manage Pay In Batches and Funding in the UI

Batches are collections of transactions grouped together for processing at one time. This guide explains how to manage and view Pay In batch details in the Payabli UI.

To open the Batches screen, navigate to Transactions > Batches. From here, you can view and manage your Pay In batches. If you’re logged in as an organization, batches are organized by paypoint and date, and you can have multiple batches for a single paypoint on any given date. If you’re logged in as a paypoint, you’ll see only the batches for that paypoint.

For each batch record, you can:

• View detailed transaction information
• Download batch data
• Track batch status and funding amounts

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View batch details

To view the transactions in a batch and other batch details, follow these steps:

1. Locate the batch record you want to view.
2. Click the three-dot icon in the Actions column.
3. Select View Transactions.
4. In the Batch & Transactions panel, you see:
   • Batch details including status (open or closed), close date, gross amount, service fees, net amount, and transfer amount
   • Individual transaction records with customizable columns showing amount, ID, date, payment method details, type, and status

To view details for an individual transaction:

1. Find the transaction in the list.
2. Click the three-dot icon in the Actions column.
3. Select View Details to open the Quick View panel. The transaction’s details appear in the panel.

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Download batch data

To download a batch, follow these steps:

1. Locate the batch record you want to download.
2. Click the three-dot icon in the Actions column.
3. Select Download.

The batch data will download automatically to your computer in CSV format.