Miscellaneous Billing - Batch Receipts

Menu Path:  From Billing & Receipts, select Miscellaneous Billing, select Cash Receipts, and then select Batch Receipts.

Batch receipts do not immediately post to customer accounts, thus you can change the receipt before posting it or delete a receipt entered in error. You can search batch receipts to view their detail, including the batch number, date, receipt number, customer, line items, and payment information.

Once any necessary updates are made to batch receipts, you can post them to your customer accounts.

Enter Batch Receipts

1. Click Add New.

2. Complete the fields as needed, then click OK. For details, refer to the Fields section below.

3. Repeat Step 2 for all receipts in the batch.

4. Click OK.

Update Batch Receipts

1. Enter criteria identifying the records, then click Find.

2. Select the desired record and then click OK.

3. Update the fields as needed. For details, refer to the Fields section below.

4. Click OK.

Post Batch Receipts

1. Click Actions on the action bar, then choose Post.

2. Enter the control number, then click OK.

3. Click Yes to post the receipts.

Delete Batch Receipts

1. Enter criteria identifying the records, then click Find.

2. Select the desired record, then click Delete.

3. Click Yes to delete the record.

Fields