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Receive Payments using Batches
Receive Payments using Batches
Scott Smith avatar
Written by Scott Smith
Updated over a week ago

Note: This article is for use by Billing Administrators or those club members that handle billing and invoices.

The Batch feature is optional. Batches are used when receiving payments associated with invoices that have been created using the Portalbuzz system. If you will be receiving in several invoices at once, you can create a batch and tie all the received invoices to that batch. When you are finished receiving payments close the batch and deposit the money with your bank. The steps are as follows:

1. Click the Admin button on the navigation menu on the left. 

2. Locate Member Dues & Invoicing under the Financial heading and select it.

3. Click the red Administration icon and select Batches.

4. Click the red Administration icon and select Add batch

5. In the Add New Batch popup box, under Name type a name for the new batch. The ID and Open date for the batch are automatically assigned. However, you may change either. Click the Add button to add the new batch. 

6. Search for the invoices for which you have payments and receive in the payments. After you complete the necessary information, select the batch to add the invoice. 

7. When all payments have been received, click the Batches button in the red Administration - billing bar at the top.
8. Locate the batch to which you have been adding invoices. The total amount of the invoices added to the batch will be displayed. Click the magnifying glass icon to view more details about the batch, then click Batches in the breadcrumb trail to return to the Manage Batches page. 

9. To close the batch, click the lock icon. When the Batches popup box shows, click Yes to confirm and close the batch. The batch will no longer show in the list of batches on the Manage Batches page. If you need to open a closed batch, click the Show closed batches link. Click the Unlock icon to unlock the batch.
See also
Club Invoices: An Overview

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