View sent automated payment batches
After an automated payment batch is processed, you can review the results, track individual payments, and export data for your records. This article explains how to navigate sent payment batches.
Accessing Sent Payments
- Go to Payments in the left navigation
- Click the Sent Payments tab
- You'll see two sub-tabs: Payment Batches and Payments
Payment Batches Tab
The Payment Batches tab lists all completed payment batches with:
- Batch date — When the batch was processed
- Batch type — "Automated" for automated payment batches
- Total ambassadors — Number of ambassadors paid in the batch
- Total amount — Sum of all payments in the batch
Click on a batch to drill down into individual payments.
Sent Payments Tab
The Sent Payments tab shows individual payment records across all batches. For each payment, you can see:
- Ambassador name — Who was paid
- Payment date — When the payment was sent
- Amount — Payment amount
- Payment method — Shows as "Wallet" for automated payments
- Status — Current payment status
Payment Statuses
Automated payments go through several statuses:
Status | Meaning |
|---|---|
Processing | Payment has been submitted and is being processed |
Completed | Payment was successfully delivered to the ambassador's wallet |
Failed | Payment could not be processed (rare with wallet-based payments) |
Payment statuses update in real-time via webhooks from the payment platform. You may need to refresh the page to see the latest status.
Batch Details View
When you click into a specific batch, you see:
- Batch summary — Date, total amount, number of ambassadors
- Individual payments — List of each ambassador paid, with amount and status
- ACH transfer details — How the batch was funded
- If the batch had a minimum payment amount configured, the details include how many ambassadors were excluded
Viewing in the Payment Schedule Drawer
Completed batches also appear in the Previous payment section of the Automated Payment Schedule drawer:
- Go to Payments > Unsent Payments > Automated tab
- Click More Details
- Scroll to the Previous payment section
This shows a summary of the most recent completed batch, including payment date, total, and ACH details.
Exporting Payment Data
To export sent payment data for accounting or reconciliation:
- Navigate to the Sent Payments tab
- Filter to the batch or date range you want
- Click Export
- A CSV file downloads with payment details
The CSV includes ambassador names, emails, payment amounts, dates, batch IDs, and other details useful for financial reconciliation.
Timeline Events
Every automated payment creates a timeline event on the ambassador's contact record:
- Shows payment amount and method
- Visible to both brands and ambassadors
- Provides a permanent record of the payment
- Wallet setup reminder emails are also logged as timeline events
Reconciling with Your Bank
To reconcile automated payments with your bank statements:
- Match the ACH transfer amount in the Payment Schedule drawer to the debit in your bank account
- Verify the total batch amount matches your records
- Export the CSV for detailed per-ambassador reconciliation
- Note that the ACH amount includes fees on top of the payment amount
Related Articles
- View upcoming automated payments batchView Upcoming Automated Payments Batch
- Prepare for ACH funding transferPrepare for ACH Funding Transfer
- Understand automated payment timelinesUnderstand Automated Payment Timelines
- Troubleshooting Automated PaymentsTroubleshooting Automated Payments