Unsettled transactions
The Unsettled transactions screen shows transactions that failed (or were never collected) and for which either no dunning workflow is configured or all dunning steps have been exhausted. In most cases these transactions require manual follow-up to complete the collection.
Screen layout
The Unsettled transactions screen consists of:
- Preset filters at the top
- Advanced filters for more granular selection
- A results table showing the matching transactions
- Action controls for individual or bulk follow-up
(Advanced) filtering and result limits
The Unsettled screen shows a maximum of 500 transactions at a time.
If more transactions match your criteria, the following message is displayed:
List too long, showing limited results only. You can use filters to narrow it down.
You can refine the results using:
- The preset state filters
- The advanced filters to further narrow down the results
Both filter types can be combined.
Preset Filters
Preset filters allow you to quickly segment unsettled transactions. The most relevant presets are:
Never collected
Transactions that were created but never sent to the bank, usually because the mandate was cancelled before collection. These transactions can only be collected manually.
Unsettled (default)
Transactions that were sent to the bank but failed, and for which either no dunning workflow is configured or all dunning steps have been exhausted.
Sent to collection agency
Transactions forwarded to a collection agency. Their status (unsettled, paid, or partially paid) depends on the feedback received via your collection agency integration (API or FTP).
Search within results
The search field works within the currently displayed results and supports searching on most fields.
Exceptions:
- Creation date: can only be filtered via filters
- Amount: must be entered in cents, without separators
Possible follow up actions
Depending on the failure reason, different follow-up actions are available.
Actions can be applied:
- Individually, from the transaction detail screen
- In bulk, by selecting one or more transactions from the screen
For transaction-specific actions, you can click a single transaction line to open the details.
For a comprehensive list of all possible actions, you can read our support article about actions on unsettled transactions