Manage Batch Payments
In this help document, you’ll learn the actions you can perform to manage the batch payments in your organization.
Add More Bills to a Batch
Note: You can only add more bills to batches in the Draft status.
You can add more bills to a batch if you missed to add them when creating the batch. Here’s how:
- Go to Batch Payments under Payables.
- Select the batch to which you want to add more bills.
- Click Add Bills. Continue from step 7 of the Create a Batch section.
Cancel a Batch
Note: You can only cancel batches that have been approved.
Once a batch has been approved, you cannot delete it. However, if you no longer need a batch that has been approved, you can cancel it instead. Here’s how:
- Go to Batch Payments under Payables.
- Select the batch you want to cancel.
- Click Cancel at the top.
- Enter the reason for canceling the batch and click Confirm.
Delete a Batch
Note: You can only delete batches in the Draft status.
To delete a batch:
- Go to Batch Payments under Payables.
- Select the batch you want to delete.
- Click Delete at the top.
- Click Delete again in the pop-up that appears.