đ Overview
You can download a single file containing your customers' pending and upcoming payments, which is useful for forecasting income or checking what is due to be collected.
This guide explains what pending and upcoming payments are, and how to download them.
đ Understanding Pending and Upcoming Payments
The two payment types included in this download mean different things, so it is worth knowing what each one covers.
âł Pending payments
You will only see pending payments if you have GoCardless enabled on your account. GoCardless payments move into a Pending status while they are getting ready to be submitted to BACS. Once submitted, the payment is taken from your customer's bank account.
If the payment goes through correctly, it will appear in your confirmed revenue reports. If it fails, for example because your customer did not have enough funds in their account, it will be flagged under To-dos â Failed Payments.
đĄ For more on how GoCardless works, including how to cancel a payment that is still pending, see GoCardless - What, Why, How? here.
â¶ïž Upcoming payments
Upcoming payments are all of your customers' upcoming recurring membership payments.
đŸ How To Download Pending and Upcoming Payments
You can download both payment types together, or just one of them, from your Billing/Revenue section.
Go to Billing/Revenue â Pending.
âClick Downloads - Pending & Upcoming.
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Select Include upcoming payments and/or Include pending payments, depending on what you need.
âSelect any other fields you would like to include in the download.
âClick Download at the bottom of the page.
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â Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Why can I not see any pending payments?
Click the arrow to see the answer
Click the arrow to see the answer
Pending payments relate to GoCardless, so if GoCardless is not enabled on your account you will not have any.
You can still download your upcoming payments on their own by selecting only Include upcoming payments.
What happens if a pending payment fails?
Click the arrow to see the answer
Click the arrow to see the answer
Failed payments are flagged under To-dos â Failed Payments, which is worth checking regularly so you can follow them up.
If a payment is stuck in a Retrying status rather than failing outright, see How To Resolve a Payment Stuck in "Retrying" here.
Can I cancel a payment that is still pending?
Click the arrow to see the answer
Click the arrow to see the answer
A GoCardless payment can be cancelled while it is still in a Pending state, but once it has been submitted for collection it can no longer be stopped and you would need to refund the customer instead.
For the steps, see GoCardless - What, Why, How? here.
Where can I see payments that have already been collected?
Click the arrow to see the answer
Click the arrow to see the answer
Completed payments appear in your confirmed revenue reports rather than in this download.
For a full walkthrough of those reports, see Payments, Billing, and Revenue here.