Billing > Payment > Payment batches

The default view is Newest to Oldest ↓

Select the density view from compact to comfortable. The system will retain your selection the next time you return to this page.

To view only Batch Payments created by the office (the default is to display all payments - Autopay & Portal included), select the View Payments dropdown and select ☑️ Office.

Filters can be applied and stacked, to narrow the exact details of the batch information needed.

The information of who created the batch and when will be displayed on the right hand side of the page.

In the Comfortable view, hover your mouse over the pie chart for a quick view of the payments within the batch.

Share your batch report with applied filters easily with the Copy URL button

Additionally, if you want to bookmark the Payment batches with a specific view (i.e. only office batch payments) use the Copy URL option, paste the URL in a new tab and bookmark that tab for an easy return.

Draft batches allow you to pause entry and return as needed. You can continue to add, remove and update the batch until you post the batch. Once posted, this is a locked batch of payments and cannot be edited. Payments can be individually updated from the customers profile.

As you add payment entries, the batch will automatically save as a draft until posted. Make sure that you do not exit the page until you see SAVED at the bottom.

Select the + New batch button

The entire page is keyboard friendly. Easily tab through the entries and use the SHIFT & ENTER button together to add a new row.

Locate the account to apply payment to by Account #/ Name, Service address or Invoice number.

Account # / Name:

Service Address:

Invoice Number:

Enter the amount of the payment, select the payment method. The check number field is required if entering a check payment, however this can also be used when selecting ‘Other’ to reference any outside payment ID. Transaction date will default to the current date, however this date can be adjusted to any past date (no future payments).

The payment will default to the oldest unpaid invoice.

Expand the payment details to apply the payment to a different invoice. Uncheck all invoices to create account credit with the payment.

The order of payment entry order can be rearranged with an easy drag and drop method.

The import option requires a .CSV file. Please note all other file times are not supported at this time. (How to convert excel to csv)

For easy upload, we recommend the free downloadable template, however you can upload your own spreadsheet.

Ensure that the information needed to match to the account and or invoice is included in the spreadsheet. Save the file only as a .CSV

(Example of a payment spreadsheet that is not a match to our template)

Select the ↥ Import button

Drag and drop or select browse to upload your .CSV spreadsheet

Select Upload

The system will attempt to match the headers of your spreadsheet as closely to our template, however some headers require manual matching.

For example, my spreadsheet did not have the header payment method. I need to select the dropdown and select from the headers I have uploaded the one that matches the payment method.

**in my example the header was labeled as type

Select Import

Review the import and select Post

**Or click out of the batch to save as a draft.

Any user who has permission to process payments, will have the ability to create batches manually and or with the import tool.

Posting draft batches is not restricted to the user who created the batch. Easily identify who posted the batch, with the users initials in the Batch Number.

In the Posted blue bubble, the first 8 numbers are the Year/Month?day the batch was posted. The two letters are the initials of the user who posted the batch and the last 3 digits are the order of batches created that dat.

Example:

20250915 - TB - 002

Date: 09/15/2025

User: Tom Brady

Sequence of batch: 2nd batch for that day

Export