If Weel attempts a payment and there isn't enough money available, it fails and appears in the Failed tab on the Accounts Payable page. The shortfall could sit in your account balance, a budget's limit, or the invoice owner's individual limit. Either way, the invoice owner gets an email explaining why, and Weel retries the payment automatically once it's fixed.
How It Works
- Account balance: If your overall balance can't cover the payment despite budget room, top up your account balance to trigger an automatic retry.
- Budget limit: If the pooled budget lacks headroom regardless of individual limits, increase it via the pencil icon at the top of the budget.
- Budget member limit: If the invoice owner's own limit falls short, top it up via Budget Members, or request a top-up if you don't manage the budget.
- Automatic retry: Once the shortfall is fixed, Weel retries the failed payment for you automatically, no manual resubmission needed.
- Retry window: Automatic retry only applies to invoices created in the last 6 months, counted from creation date not failure date; older ones need manual rescheduling.
- Batch payments: Weel checks your balance against the whole batch total before sending, so an underfunded batch fails together rather than only the short invoices.
Good to know
- Batch balance warnings shown when you create or approve a batch aren't blocking. You can still send an underfunded batch, and it'll fail as described above.
- Topping up an underfunded batch retries every failed invoice in it automatically (same 6-month rule); you don't need to rebuild or resubmit the batch.