Batches can be created automatically or manually, but they must always be scheduled before processing.

Steps

  1. Open Your Batch
    From the menu, click on Batches. The Payment Batches page will load. Click on the batch you want to schedule.

  2. Schedule Your Batch
    When the batch opens, click the Schedule Batch button. A new drawer will open. Select a date from the Processing Date input.

  3. Save Your Work
    Click the Schedule Batch button. The batch's status will update to Scheduled and will now appear within the Scheduled tab of the Payment Batches table.
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