Editing Payments Using Batch Entry

Batch Entry allows you to manage payments efficiently by editing individual payments or updating multiple payments at once.

You can use Batch Entry to:

Opening a Batch

On the left-hand side of the screen, you can search for batches using:

The Batch Entry screen also displays:

Section	Description
Awaiting Batches	Unposted batches that are awaiting completion.
Recent Batches	Recently created batches, including both posted and unposted batches.

Click a batch to open it.

There are two ways to edit a payment within a batch:

Click the payment to open the Payment form.

Once the payment has been opened, you can edit its details and save your changes.

For more information on editing a payment, see the linked article Edit a Payment.

Right-click the payment and select the appropriate option from the shortcut menu.

Right-clicking a payment provides quick access to a range of actions.

Option	Description
View in Contacts Form	Opens the full Contact record for the selected payment.
View in Contacts Form Pop-up	Opens a simplified Contact window for quick editing of contact information.
Delete Payment	Deletes the selected payment from the batch and updates the payment to Payment Cancelled on the contact.
Link to Recurring Payment	Opens a window showing the contact's recurring payments, allowing you to link the payment to an existing recurrence.
Move to Another Batch	Moves the payment to a different batch.
Update Receipt Document	Assigns a different receipt document and delivery method.
Set Payment to Successful	Updates the payment status to Successful.
Set Payment to Declined	Updates the payment status to Declined.
Set Payment to Incomplete	Updates the payment status to Incomplete.
Update Linked Recurrence	Opens the recurring payment settings, allowing you to update the linked recurring payment schedule.

Batch Entry also allows you to update multiple payments simultaneously.

To select payments:

Once your payments are selected, right-click anywhere within the selection to display the available bulk actions.

The following actions can be applied to all selected payments.

Option	Description
Delete Payment	Deletes all selected payments from the batch and updates payments to Payment Cancelled on all contacts.
Move to Another Batch	Moves all selected payments to another batch.
Update Receipt Document	Applies a new receipt document and delivery method to all selected payments.
Set Payment to Successful	Updates the status of all selected payments to Successful.
Set Payment to Declined	Updates the status of all selected payments to Declined.
Set Payment to Incomplete	Updates the status of all selected payments to Incomplete.
Update Selected Linked Recurrences	Updates the recurring payment settings for all selected linked recurring payments.

Use single payment editing when you only need to update one transaction.
Use bulk editing to efficiently update payment statuses, receipt settings, or move multiple payments between batches.
Be cautious when deleting payments, as this action may not be reversible depending on your system permissions.

“Some content in this article may have been developed with the assistance of AI tools and reviewed by staff.”