Overview
This article covers how to close a payment batch using the Manual Payment Batch module.
Close the Batch File
Once all payments are finished, the batch needs to be closed.
To close the batch:
- Click into the batch file.
- Under the Export sub tab, press the Close Batch File button.
Upon the batch being closed, the system will:
- update the payments
- update the ledger journal (The system will create an "unallocated" payment only. Automatic allocations to invoices require "Auto Allocate" be turned on.)
- trigger any relevant events.
The Manual Payment Received event can be used in conjunction with the Manual Payment Batch feature.