In the Pre-Processing view of the Payment Processing screen, you can add and remove pre-processed payments from a batch. Adding payments to a batch helps associate the payment with payments sharing similar qualities; for example, payments that use the same payment method or payments that have the same payment due date. If you add a payment to a batch by accident, you can also remove that payment from the batch before the batch is processed.
To add a payment to a batch:
- In the payments table, select the checkbox next to the payment you want to add to a batch. The Add Selection to Batch button will be enabled.
- Select Add Selection to Batch. The payment will automatically move from the payments table to the Pre-Processing Batch table.
To remove a payment from a batch:
- In the Pre-Processing Batch table, select the checkbox next to the payment you want to remove. The Remove Selection from Batch button will be enabled.
- Select Remove Selection from Batch. The payment will automatically move from the Pre-Processing Batch table to the payments table.