Overview
In most cases, no action is required for autobatches — they process automatically. However, there are situations where you’ll need to manually create an autobatch.
Common reasons include:
A returned ACH transaction.
A payment taken by mistake from one deposit and placed into another.
If it’s been more than 5 business days and an autobatch hasn’t completed, it means the autobatch failed. You’ll need to manually create the autobatch deposit based on the integrated settlement files. This involves identifying which payments were part of the settlement and recreating the deposit accordingly.
If the Failed Autobatched Payments Are in a Staged Deposit
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Select the Payments
Go to the deposit screen and select the payments that did not autobatch.
Check the total amount at the bottom of the screen.
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Locate the Matching Deposit
Navigate to Admin Menu → Integrated Gateway Settlement.
Look for a deposit within the same timeframe that matches that total amount or a slightly different amount.
Your goal is to identify the deposit that did not settle and determine why.
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Verify the Transactions
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Once you find the deposit, confirm that all transactions in the settlement file match the payments you selected on the deposit screen.
If applicable, you may need to add a reversed ACH to the deposit to match the settlement file.
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Manually Create the Deposit
Create the deposit based on the settlement file.
For detailed steps, refer to: How to Create a Deposit
If the Failed Autobatched Payments Are Not in a Staged Deposit
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Identify the Payment
On the deposit page, select one payment that did not settle.
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Locate the Settlement File
Go to Admin Menu → Integrated Gateway Settlement.
Look for a deposit within the payment’s timeframe (can be up to 5 business days later).
Download the settlement files and find the one containing the selected payment.
You are identifying the deposit that did not settle and determining why.
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Recreate the Settlement File
Once you find the correct settlement file, select all payments on the deposit screen that match the payments in the settlement file.
You’re manually recreating the settlement file within the deposit screen.
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Manually Create the Deposit
Create the deposit based on the settlement file.
For detailed steps, refer to: How to Create a Deposit
Notes
Autobatch issues are rare, but when they occur, manual recreation ensures data accuracy between your gateway and system.
Always verify amounts and transactions carefully before finalizing the deposit.