A payment is deferred when our system recognizes an issue with it. Deferred payments are not sent to our banking partners, and we will never attempt to reprocess them. The deferred status is final, and no transaction fees are incurred.
When a payment is deferred, it's necessary to correct the issue and submit a new payment.
Why was my payment deferred?
A payment to your payee may be deferred for several reasons, including:
- Missing banking details such as account or routing number
- Missing tax form, if applicable
- Previous payments with the payee’s current bank details were rejected
- A configuration issue with your entities or payment methods in Tipalti
The reason for the deferral is listed in the Alerts field in the Payment Details report, and an email notification is sent.
How can I resolve a deferred payment?
As the existing payment order was deferred and cannot be changed, you must submit a new payment to the payee. If the problem is resolved, Tipalti will attempt the new payment as normal. If the problem still exists, the new payment will also be deferred.
Follow these steps to resolve a deferred payment:
- Identify the reason for deferral in the Tipalti Hub.
- Correct the issue, such as updating the payee’s banking details or tax form.
- Submit a new payment order to the payee.
- Verify that the payment has been processed successfully in the Tipalti Hub.
To minimize the risk of deferred payments, ensure that payee information, including banking details and tax forms, is up-to-date and accurate.
For more information, see our payment statuses page here.
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