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Create a new batch and payment

Enter a new payment into Access Charity CRM by creating or using an existing unapproved batch in the system.

Written by Cristiana Ghinea

In order to add a new payment to the system, there must be a viable unapproved batch available to house the payment.

Create the batch

If a batch doesn't already exist, this can be created. To do so:

  1. Click Finance, then click Batches.

  2. Click New.

  3. Enter the details of the new batch, then click Save to create the batch.

Add the payment

Once we're viewing the batch we want to add the payment to we can do this by:

  1. Click Pay, then click New payment.

  2. Enter in the details of the payment:

    • Serial Number

    • Amount

    • Payment Type

    • Source code

    • Destination code

  3. Click Save to finish the payment.

Once all payments are entered into the batch, approve the batch by clicking the Approve workflow entry.
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📌 Note: Once a batch is approved it cannot moved back to the "in-Work" stage. If a payment needs changing, it will need to either be reversed and reentered, or processed using the amend payment option from within the payments module.

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