Payment Batch Schedules

Module: Payment Processing

Path: Processing > Payment Processing > Create Sales

Topic: Create Payment Schedules

Version(s): All

Editions: All

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Payment Batch Schedules

Navigate to Processing>Payment Processing>Create Sales.  Click on the Show schedules  button, and then the Add  button. 

1. On the left side of the screen, make all appropriate selections for the batch that the schedule will create.
   
1. Select the Client, Payment Processing Account, Settle Type, Criteria, Mode, Sorting and Grouping
   
2. You will see all of the product groups displayed based on the client that you have chosen. Check which of the product groups should be eligible for the batch schedule you are creating.
   
3. If you intend to have the payment batch that the schedule is creating, automatically process after creation; you need to check the appropriate box.
   
2. On the right side of the screen, on the schedule settings, set the schedule name, run time, if schedule is active, and create any alerts you may need.
   

   For general Schedule set up instructions, please see Automated Schedules.
3. Click the Save  button, the changes will be saved, and the Edit Schedule window will close.
4. To cancel any of the current changes you have made, click the Cancel  button. This will close the Edit Schedule window without saving any changes.

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Copyright 2024

Revised 4.29.2026

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