Defining the batch information

  1. Select Processing > Receipt Processing > Batch Activity Receipts.
  2. Click Create.
  3. Specify this information:
    School
    Select a school.
    Batch Number
    If you are updating an existing batch, select the batch number. If this is a new batch receipt, this field must be blank. A batch number is created when you save the record.
    Batch Amount
    Specify the total amount for all payments. This amount must match the Total Receipt Amount.
    Batch Date
    Select the batch receipt date. The current date is the default.
    Description
    Provide a description for the batch record.
    Class
    If your organization uses classes, select the class. When you save the record, all students that are assigned to this class are displayed on the Activity Summary list.

    You can use the Class field in conjunction with the Activity field to limit the Activity Summary list to a specific class and activity.

    Activity
    Select the activity that is appropriate for the receipt. When you save the record, all students who are assigned to this activity are displayed on the Activity Summary list.

    If this field is blank, then all activities for all students that are assigned to the school are displayed the Activity Summary list.

    You can use the Activity field in conjunction with the Class field to limit the Activity Summary list to a specific class and activity.

  4. Click Save.
    Now you can process the payments for each student on the Update Receipt Batch form. You can also close the form and process payments on the Open Batch Receipts tab on the Student Receipt Processing page.