Creating a Batch

Introduction

Users can create ad hoc payments for a batch.

1. Navigate to the Batches tab.
2. Click the New action. The New Batch window will open.
   
   

   

   
   
   
3. In the Information section enter a name in the Batch Name field.
4. In the Controls section, enter the desired expected number of entries for the batch in the Expected Count field.
   
5. For the Expected Amount field, enter the desired expected sum amount of the entries for the batch.

6. If the Payment Gateway field is blank, click the lookup button and select a gateway option. 
   
   

   

   

   Note

   The Payment Gateway will be blank if a default payment gateway on the Preferences page of the Framework application has not been selected.

7. Enter any additional information in the other fields and click the Save button to create the batch. 

After saving the new batch