Pending payments
Open Credit Control > Pending Payments to see card and Direct Debit payments that have been created but have not yet reached the provider, or are waiting for an answer.
What you need: the Credit Control section and customer access. The page lists Direct Debit payments where the Direct Debit module is on and card payments where the Payment Cards module is on, provided you can list those records.
What belongs here
Section titled “What belongs here”Each payment shows its Pending stage:
| Stage | Meaning |
|---|---|
| Awaiting submission | Created, but not yet sent to the provider |
| Awaiting automatic submission | Waiting to be sent by automatic collection, including payments still in their checking window and automatic submissions that are overdue |
| Awaiting customer approval | A payment waiting for the customer’s approval, for example a card payment awaiting cardholder authentication |
| Awaiting provider confirmation | Sent to the provider, but the provider’s answer was lost. The platform settles it from Stripe or GoCardless in the daily billing checks |
Collections the provider is already processing are not listed. Older pending payments stay on the list until they move on.
The other collection worklists cover different problems:
- Missed Collections lists invoices whose automatic collection should have started but was never attempted.
- No Auto-collection lists balances where automatic collection is not currently possible.
- Payments keeps failed and declined attempts.
Check a pending payment
Section titled “Check a pending payment”- Filter by method (Direct Debits or Card payments) and by pending stage, or search for a customer by name, account number, postcode, email or phone.
- Check the amount, when the payment was created, its age in days and, for Direct Debits, the collection date.
- Open the payment to check its record before you take any action. A payment awaiting provider confirmation may already have been taken.
- Use TODO on the row to ask a colleague to follow up.
The summary above the list gives the count and value for each method and stage. Totals stay separate by currency.
Use Showing to choose My customers or Team, where your access allows it. Export CSV downloads the filtered list.
In the menu and the daily email
Section titled “In the menu and the daily email”The Pending Payments menu item moves into More pages while the list is empty.
The Daily CRM Tasks email includes a row for each method and stage with pending payments. Payments awaiting automatic submission are listed in the email but do not count towards its headline workload total.