Managing adviser payments

You can use the Manage payments page to: 

• search for and filter the list of payments
• see the status of a payment, what actions need to be completed and the details of payments, 
• approve and cancel payments. 

You can cancel any payment that hasn’t been fully approved. 

• Once off payments, that have been fully approved can’t be stopped or cancelled
• Future dated payments, that have been fully approved, can only be cancelled if the future payment date hasn’t been reached
• Scheduled payments, that have been fully approved, can be cancelled, however if the payment includes an end date the payment can only be cancelled if the end date hasn’t been reached.

Cancelling a scheduled payment doesn’t impact any payments that have already been processed. 

The list of payments on the page is automatically filtered by payments that are pending approval. 

1. Log in to Adviser Online
2. From the side navigation hover over Payments and select Manage payments
3. Enter the payment ID, account name or number in the payment search field to find payments
4. You can filter the payments by:
   • Entering the payment ID, account name or number
   • Status
   • Amount
5. Click Apply to apply the filters.

1. Log in to Adviser Online
2. From the side navigation hover over Payments and select Manage payments
3. Search for the payment
4. Click anywhere on the payment row to expand the row
5. Select Cancel
6. Select Yes, cancel.