Posting a Batch Payment

Video Demonstration:

Step-by-Step Guide to Posting a Batch Payment

1. First ensure that you have a Batch Payment List set up. For more information as to how this is done, see Guide to Creating a New Batch Payment List.
2. Select the Batch Payment group you wish to post a payroll deduction for. 
3. Assert that accounts, transaction types, and/or amount is set for each tenant/household. If a household is on the list you do not wish to post a payment for this time, simply enter a $0.00 amount, and the transaction will not post for them.
4. Click the "Post New Batch Payment" button.
   
5. The Post Batch Payment wizard will run.
6. Select or enter a "Post on Date."
7. The description will be auto-populated with the description entered at creation of the batch payment list. If necessary, change description.
8. Click "Submit".
   
9. Success! The payments have been posted for each individual in the Batch Payment List that had an amount entered.
   
10. User will then be navigated to the Historical view for this payment. See Batch Payment History - Create a Deposit for more information on the history screens, as well as how to create a deposit for a historical Batch Payment.