Customized Order

Batch payments allows user to set a custom sort order for the households within a Batch Payment List. This order will be saved for future viewing of the Batch Payment List and Batch Payment History.

Guide to Setting a Custom Sort Order

1. Navigate to the Batch Payment List you wish to set an order for.
2. If the sort order is set to "Household" the list will automatically order by household name. To open the customized order list click the Sort Order dropdown towards the top right of the list.
3. Click "Customized Order". 
   
   
4. Notice each household will now have three solid blue lines beside their row. This is the "Drag and Drop" icon.
   
5. Click the Drag and Drop icon, and drag the row/household to the desired place in the list. This order will be saved.
6. Now, when navigating away, or to the batch payment history page the customized order will be saved for the specific Batch Payments list.