Opening a Batch
When a batch is complete (all money has been posted to each account), the batch is automatically closed. If a payment in the batch needs to be changed, you must first open the batch before editing the payment.
Open a Batch
- Click the "Receive" tab
- Click on the batch from the list on the left
- Click on a payment that was entered on the right
- Click "Edit" by the batch details at the top
- Increase the batch amount (Putting a 1 in front of the dollar amount works nicely to recall the change made)
- Press "OK"
- Close the screen
The batch is now open. You can use the "Add to my existing batch" to enter more payments or click on a payment on the right to edit the details.
Close the Batch
To close the batch either apply all the money or
- Click the edit option which is by the batch detail
- Edit the batch total down to match what was applied