Editing a batch payment
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Anna Edgecombe
Be great if you could edit a batch payment after it is created but obvisouly before it is exported. Or at least given an option to print only what has been selected before actually creating it.
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Amanda Benson
It would be great to edit the batch to add invoices not already included. For example, we might have a total $ limit on the bank side and it would be great to see the total of the batch then be able to add to it if we hadn't reached the limit yet. Or if we just forgot to tick an invoice we wanted included.
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Jane McLennan
Hi, Thanks for your feedback. The Bill Payments process does indeed allow you to print the file as a draft and amend if necessary prior to exporting. First select the invoices you wish to include and click '+ Create new batch' button which creates the batch file as a draft. The batch can then be printed to review and individual invoices removed, or the whole draft batch removed, prior to exporting. Thanks for your ongoing custom.