Edit Payment Batch Details

You can only change details of a payment batch before it is posted.

Complete the following steps to edit the payment batch details:

1. Select Receivables from the Gotransverse application menu .

   

Payment Collection Window

Click the icon in the left pane to hide it. Click the icon to open it.

2. In the Payment Batches section, click the Batch Number active link of the payment batch to view in a Payment Batch Details window.

   

   Payment Batch Details Window

3. On the Payment Batch Details window, in the Payment Batch Details section, click the Action button and select Edit to open the Edit Payment Batch Details window.

   

   Payment Batch Details Window

4. On the Edit Payment Batch Details window, edit the required or relevant information:

   

   Edit Payment Batch Details Window

   Required fields are marked with an asterisk.

   • Number of Payments* — Enter or change the number of customer payments you are processing. If a customer paid using two different methods of payment (for example, part of the payment in cash and part by check), you must process each as separate payments.

   • Total Amount* — Calculate or recalculate the total amount of all the payments that you are including in the batch payment and enter that amount into this box.

   • Currency* — Select the currency for the payments.

   • Description — Enter or update the optional description of the batch payment you are processing.

5. Click Finish to save your changes.

Related Topics

View Payment Batch Details

Create Payment Batch

Add Payments to Payment Batch

Cancel Payment Batch

Post Payment Batch

Errant Payments

Create Payment Retry Batch Manually

Create Payment Retry Batch by Filter

Global Errant Payments

Topic updated: 02/2025.