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Table of Contents

Summary

This article describes adding batch payments to accounts in EngageIP

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  1. Click Batch Payments - this returns a list of already entered but not posted payments

  2. Click Add button at bottom

  3. Select the options as needed:

    • Account - select the account to which you want the payment posted

    • Invoice -cross check by clicking the invoice dropdown or enter an invoice name to search based on invoice

    • Amount - set the amount in dollars

    • Date -select a date -  by default today's date is set

    • Payment Type - select a payment type - these can be configured on the setup tabpage. Note: the user must have this payment type on their account in order for the system to allow you to add a batch payment of this type to them

    • Paying Invoices - enter the invoices you want to pay. You can enter more than one separated by a comma, the invoices need to exist on the customer. If entering a value here, the autodisburse check box will automatically be unselected and greyed out

    • Options - select the other options as needed including card type if required, detail, check number

    • Autodisburse (if not using Pay Invoices textbox) - select Autodisburse if you would like it to automatically be disbursed against the oldest invoice on the customer or leave unselected to manually do this later. When autodisburse is checked, as soon as the payment is posted, the system attempts to disburse it, as opposed to a standard XML import which will import with auto disburse flag but will wait for something else to trigger it to disburse.

    • Click Save or Save/New if you want to save the payment you just entered and go directly to a fresh input screen for more payments

  4. Once done entering payments, you can then select the ones from the list by checking them off and click post to post them, or to post ALL payments in the list, click the PostAll button. To delete check the box beside those batch payments you want to delete and click delete button

  5. To review, check the batch payment report on the Reports tab page and load a customer account you just applied a payment to

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LogiSense Support  

email: support@logisense.com

phone (Canada): 1-519-249-0508 •0508

phone (USA): 1-917-410-3584

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