Batch Payments

Payment batches are used with manual plans and allow you to process payments for multiple plans all at once.

There are 2 ways to process payment batches:

1. From the Payment Plans section
2. Under Payments > Payment Batches

Method 1: Batch payments from the payment plans section

1. Select the plans you would like to process payments on. Filter if needed (e.g., by offer name).
2. Click the Create Payments button at the top.
3. Choose to process:
   • The balance
   • A fixed amount
   • A percentage of the total
4. Click Process Payments.

Once processed, you will be taken to the Payment Batch Details page with a breakdown of payment statuses.

Method 2: Batch payments from the payments section

1. Go to Payments > Payment Batches and click the New Payment Batch button.
2. Filter and select the payment plans you wish to process.
3. Click the Create Payments button.
4. Choose to process:
   • The balance
   • A fixed amount
   • A percentage of the total
5. Click Process Payments.

Once processed, you will be taken to the Payment Batch Details page with a breakdown of payment statuses.