Workflow:
Case A: Add another payment to a validated
batch payment.
1. Create two customer payments for a client called: Meldona. $111 and $222 USD
respectively.
2. Create a batch
payment by selecting the two customer payments created from the previous steps.
Click on validate so the status changes to ‘sent’.
3. Create another
payment for another client: Alexa with $100 USD.
4. Our goal is to add
the new payment from Alexa to the existing batch payment for $333.
However, we validated the batch payment for the first two payments. The way to modify
the batch payment is to reset those first two payments to draft.
By setting payments to draft, we break the batch payment link, hence we can
reselect the new batch payments.
For example, the
payment for $111 has been reset to the draft stage, and posted again.
After resetting this
payment to draft, this action automatically update the batch payment by
removing this $111 payment.
5. Reset the $222 payment
to draft and post again.
6.
The existing batch payment automatically changes the status to new. So, we can
add the new payments to the batch payments.
Add the payments
include $111, $222, and $100.
7. Now we can validate
the new batch payment with the new payment line $100.
And the status changed
to ‘Sent’.
Case B: Delete the payment from the validated batch payment.
1. Create
two payments for John Bruno. $150 and $250 respectively. See the $150 payment
example below.
2. Create
a batch payment for $150 and $250 and validate.
3. We
decided to delete $250 from the validated batch payment. But we can’t find a
delete button on the validated payment. We need to modify the studio first.
4. Open the batch payment, then open the studio
application.
Click on the batch content. Click on conditional next to the read-only at the
left properties section. Uncheck the Readonly field, then close the studio.
5. Now we can see ‘add a line’ and ‘X’ icon in the batch
content.
6. Delete the $250 line.
7. Be aware that even if we can successfully delete
$250 from the original batch payment, we can’t add the $250 payment to a new
batch payment. We will need to reset the $250 payment to draft and posted then
we are allowed to add the $250 payment to a new batch payment.
