This article explains what you see on the Balance overview and how to navigate to each subsection.
In this article
What you see on the Balance overview
When you open Balance from the left sidebar, you see a row of cards at the top showing your funds in different states, and a navigation menu on the left with access to the four subsections.
Note: The cards and subsections you see may differ depending on whether your account has payouts enabled.
Your balance cards
Each card represents a specific state in the lifecycle of your funds.
Card | What it means |
Available for Withdrawals | Funds that have completed the settlement process and are ready to be transferred to your bank. |
In Transit to Your Bank | Withdrawals that have been requested and are currently being transferred to your bank account. |
Payins in Transit | Incoming payments from your customers that have been completed but are still within the settlement period. |
Payouts in Transit | Payout instructions that are currently being processed and have not yet been deducted from your balance. |
Available for Payouts | The balance you can use to create new payout instructions. |
Current Balance | Your total balance across all fund states. |
The four Balance subsections
Navigate to any subsection from the left sidebar under Balance.
Subsection | What you can do |
Balance Report | View a daily summary of all balance movements — gross amounts, fees, net amounts, and withdrawals. Export to CSV or Excel. |
Withdrawals | Request manual withdrawals to your bank, configure automatic withdrawals, and track the status of past withdrawals. |
Cleared Transactions | See the individual transactions that have cleared settlement and contributed to your available balance. Search, filter, and export. |
Credit & Debit Notes | View financial adjustments made to your balance — such as fee corrections, service charges, and settlement adjustments. |
Frequently asked questions
Why is my Current Balance different from my Available for Withdrawals?
Your Current Balance includes funds in multiple states (Payins in Transit, Payouts in Transit). Available for Withdrawals only shows settled funds you can act on right now.
I see negative amounts in red — is something wrong?
Negative amounts in red typically represent fees deducted from your balance or debit adjustments. This is expected behavior. Review the Balance Report or Credit & Debit Notes subsections for more detail on what's driving those values.
Can multiple users see the Balance section?
Yes. Any user with the appropriate Balance permissions can access this section. If you need to grant or restrict access, contact your account administrator to adjust role permissions.
How far back does my balance history go?
The Balance Report shows data up to your previous months. Cleared Transactions history is available for up to 18 months back. Contact your account manager if you need data beyond that range.