Merchant Access Portal Processing

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