Recall Payments From Processing

Payments in a YourCause-processed batch can be recalled by removing them from the batch. This may be helpful if the payment no longer needs to be disbursed or needs to be updated.

Requirements for recalling payments

• Payment is in a YourCause-processed batch with a status of Sent to Processing.

• Payment has a status of Processing.

  Note: Payment cannot have a status of Disbursed or Cleared.

• Payment can be invoiced but cannot be funded.

How to recall payments

1. Navigate to the Grant Manager Portal by going to yourcausegrants.com or your client URL. Sign in with your Blackbaud ID (BBID) or Single Sign-On (SSO) credentials.

2. After signing in, select Payment Processing in the side navigation. Select the Batches tab.

3. Select View payments next to the batch.

4. Select the ellipsis icon next to the payment and then Remove from batch.

   

5. In Remove Payment From Batch, enter a comment to explain why it's being removed. These will be saved to the application's activity.

6. Select Save to finalize removing the payment and recalling it from processing.

After removing it, the payment will be moved back to Available Payments with a status of Pending. You can then update the payment's details before sending it back to process - or cancel it if no longer needed.