Recall Payments From Processing

Payments in a batch that has been sent to YourCause for processing can be recalled by removing the payment from the batch.

Note: This option is only available for batches with a status of Sent to processing - Pending. Payments cannot be recalled from completed batches.

1. Navigate to the Payment Processing area.

2. From the Batches tab, click on the View payments button next to the batch.

3. In the batch, find the payment to be recalled.

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

   

5. In the Remove Payment From Batch screen, provide a reason for its removal and any comments.

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

After removing the payment from the batch, it 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 processing or canceling it altogether.