This section walks through how to navigate to the upload area, upload new files, validate your input, and view processing results.

Accessing the Batch Upload Section

To submit a new batch:

Log in to the Merchant Access Portal.
From the left-hand menu, select PayBatch.
Click the Upload New File button to start a new submission.

The screenshot displays the steps a user should take to navigate to the PayBatch screen when they want to upload files for batch processing. — PayBatch Navigation

Uploading a Batch File

On the New File Upload screen:

Select a .csv file (or .xml for SOAP uploads).
Choose the Transaction Type:
- Authorization
- Settlement
- Refund

The screenshot displays the options available to a user when they click the new file upload button, with options available under the transaction type dropdown. — Batch File Upload

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The file must match the required Batch File Structure for successful upload. Invalid formats or corrupted data will result in validation failure.

Valid File

Once uploaded, a file that passes validation will display:

Transaction count
Total value
Upload Another File button

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Closing the browser or navigating away before submitting will cancel the batch.

The screenshots show a successful batch file upload following a valid submission. — Valid File Upload

Invalid File

If the file contains errors (e.g. incorrect number of fields, invalid expiry date), you’ll receive line-specific error feedback. No further processing is done until the file is corrected and resubmitted.

The screenshot displays the outcome if a file with validation errors has bee uploaded. — Invalid Batch File

Duplicate File Submission

Trying to re-upload a previously submitted file triggers a duplicate warning. Each file should be uniquely named and not reused.

The screenshot displays what happens when a duplicate file is submitted. — PayBatch Duplicate File

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Follow this naming convention

View Processing Results

Once submitted, your file will appear in the PayBatch dashboard. You can:

View processing status: Pending, Processed, Error
Click the filename to open the Batch Summary, which includes:
- Number of successful transactions
- Any declines or errors
- A download link for the full results file (if available)

The screenshot shows a table of PayBatch batch manager upload results. — PayBatch Batch Manager

Transaction Types Recap

Each batch must contain only one type of transaction:

Type	Description
Authorization	New credit card authorisations
Settlement	Post-auth transaction settlements (if AutoSettle is off)
Refund	Refunds for previously settled transactions

Test Files

You can use the sample batch files for each scenario below:

A,test-ref-001,Joe Soap,4000000000000002,122026,00,1000
A,test-ref-002,Jane Doe,5200000000000015,102025,00,2500

A,test-ref-003,Invalid Card,9999999999999999,122026,00
A,test-ref-004,Missing Fields Only,4000000000000002