View upcoming automated payments batch
11 min
this article explains how to view and monitor the upcoming automated payment batch, including who will be paid, projected amounts, payment readiness, and the automated payment schedule drawer accessing the automated payments tab go to referral rewards in the left navigation click the unsent payments tab select the automated tab this tab shows all ambassadors who are eligible for the next automated payment batch what you'll see ambassador list the automated tab displays ambassadors enrolled in automated payment programs with approved, unpaid commissions for each ambassador, you can see name and contact information total amount owed (sum of all unpaid approved commissions) number of rewards included program associated with the commissions payment readiness — whether the ambassador has set up their wallet stats bar at the top of the list, a summary bar shows total payees — number of ambassadors who will be paid total owed — sum of all payments in this batch minimum payment amount exclusions if you've configured a getting started with automated payments docid\ kxktbrhvkt85lgcgcoswf , ambassadors below the minimum are hidden from this tab entirely the payee count and total owed reflect only ambassadors who meet or exceed the minimum after the batch has been pre calculated, a blue info callout appears "x ambassadors ($y yy) below $z zz minimum are excluded from this batch their commissions will roll over to the next payment batch " this callout only appears after pre calculation runs (roughly 18 business days before payment) before that point, below minimum ambassadors are still filtered out of the tab, but no count is shown filtering the list use filters to focus on specific ambassadors enrolled program — filter by specific programs enrolled in automated payments payment readiness — filter by "ready" (wallet set up) or "setup required" (no wallet) contact tags — filter by ambassador tags or segments payment readiness each ambassador has a payment readiness status status meaning ready ambassador has set up their dots payment wallet and will receive the payment setup required ambassador hasn't configured their wallet yet and will be skipped tip filter by "setup required" as the payment date approaches to identify ambassadors who need reminders sending manual reminders you can manually send wallet setup emails or payment ready emails to ambassadors select ambassadors using the checkboxes click actions choose send payment info request to send wallet setup reminders these manual sends are in addition to the automatic reminder schedule (26, 20, 14, 8, 3 days before payment) automated payment schedule drawer for a detailed view of the upcoming batch, click more details to open the automated payment schedule drawer upcoming payment section the drawer shows payment date — the date payments will be sent (first tuesday of the month) commission cutoff — the last date commissions are included enrolled programs — which programs are part of this batch total payees — number of ambassadors who will be paid, with breakdown "(x below minimum)" if a minimum payment amount is configured "y ambassadors without wallet setup" shown separately total payment amount — projected sum of all payments ach transfer status — current status of the funding transfer (scheduled, processing, completed, failed, skipped) ach transfer amount — amount being pulled from your bank account pre transfer wallet balance — what was in your wallet before the ach transfer current wallet balance — what's in your wallet now previous payment section below the upcoming payment, the drawer also shows details from the most recent completed batch payment date and amounts number of ambassadors paid ach transfer details if the previous batch had a minimum payment amount, the excluded count is shown projected vs actual amounts the amounts shown in the drawer are projections until the batch actually runs before pre calculation estimates based on current commission data after pre calculation more accurate projections that account for the minimum payment amount and wallet setup status after payment final actual amounts the drawer uses a skeleton loading state while data loads, rather than showing $0 placeholders batch processing banner while a payment batch is actively processing, a blue banner appears on the automated payments tab "payment batch is currently processing " this replaces the normal ambassador list during processing once complete, the page updates to show the results what's not on this tab below minimum ambassadors — hidden from the tab entirely (they remain classified as automated payment ambassadors and do not appear on the manual tab) ambassadors with $0 or negative balances — excluded from payment batches ambassadors in unenrolled programs — not shown on the automated tab related articles view sent automated payment batches docid\ l88cll wqipsdydsr jl6 prepare for ach funding transfer docid\ uukdum8greaztqlltsogg understand automated payment timelines docid\ izpkfe4evl uafhaplldm enroll programs into automated payments docid\ e4mgb1avgqgrdynhpy38e