Creating a Batch

A batch records the number of payments and payment amounts processed through Personify360 while the batch is open for editing.

The following are the most commonly used Batch Types for processing receipts for Non-Inventoried products:

·            Adjustment Batch: similar to Refund Batches.

·            Deferred Posting Batch: gives you the option of deleting or editing the batch before processing.

·            Direct Posing Batch: posts each batch entry in real-time. Commonly used by phone operators.

·            Rapid Deferred Batch: to be used in conjunction with the Rapid Receipt screen.

·            Rapid Direct Batch: to be used in conjunction with the Rapid Receipt screen.

·            Refund Batch: attaches a batch number to a refund. Groups refunds together and controls the date of the refund for record purposes.

For more information on creating a batch, please see Creating a New Batch.