Clients can cancel a processing payment made via bank transfers, Wise, Mercury, and Coinbase on the platform.
Please note that payments made via direct debit (pull) methods cannot be cancelled once processing has started.
✅ Step 1 - Go to the Awaiting Funds tab
- In the left sidebar, expand Finance, then select Pay.
- Payments is no longer located under Payroll.
- On the Pay page, select the Processing payments summary card.
- This is the current equivalent of the previously documented Awaiting Funds destination.
✅ Step 2 - Select the payment
- In the processing-payments list, find the payment with Payment status set to Processing.
- Select its statement name to open the payment details.
- Confirm that the status badge is Processing.
- Review the Payment tracker to confirm the payment is still waiting for funds to settle and has not moved to a later stage.
✅ Step 3 - Cancel Payment
Look for a clearly labeled Cancel Payment action among the available payment actions.
- If Cancel Payment is available, select it.
- When the cancellation modal opens, select a cancellation reason from the dropdown and follow your organization’s approved process to submit the cancellation.
- Do not use Share statement, Download CSV, Download PDF, Transaction details, ACH originator IDs, or Update as substitutes for cancellation. These controls do not cancel the payment.
Clients will receive an email confirmation once the payment has been cancelled.
After cancellation, all related invoices will become available to pay again.
Clients can review cancelled payments in the Payments tab.