Complete a Credit Card Batch
VIDEO: How to Create a Batch
Tutorial:
Here's an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) **
Credit Card Batch
From the Operations or Accounting tab, select / Make Batch / Make a Batch
1. Select the Batch Date shown on the batch ticket
2. Key the Ref No from the batch ticket
3. In the small grid on the right, key the totals for each of the credit card types from the batch ticket
4. Click Refresh. If the Grand Total on the grid and the Total in the light blue box at the top , you can click Save (otherwise the Save button will be greyed out)
5. If the Grand Total on the grid and the Total in the light blue box at the top do not match, and the Save button is greyed out, check the following items:
a. Remove non-matching transactions from the Batch Items list by selecting the green line and clicking 
above the grid (you can later add these to the next batch)
b. If you are missing items, verify that all payments were entered for the day.
c. Verify that you keyed your totals correctly at the top.
6. Click Save
