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11.6.52 Operations: Find Payment Batch
This section demonstrates how to find a batch of payments for orders that have been placed with the store.
| 1.
| From the Operations menu, select Find Payment Batch. This opens the Batch Search page.
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| 2.
| Enter at least one of the following optional search criteria:
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Merchant Select the store for which the batch was created.
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Batch Number To search for a specific batch, enter the number.
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State Select one or more specific batch states (Open, Closed).
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Status Select one or more specific batch statuses (Balanced or Out of balance). Balanced means that all of the totals for the payments within the batch are balanced.
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Payment Type Select the type of payment used to process the batch.
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Batch Open Date After Enter a date before the batch was opened.
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Batch Open Date Before Enter a date after the batch was opened.
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Batch Close Date After Enter a date before the batch was closed.
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Batch Close Date Before Enter a date after the batch was closed.
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Account Select an account that correlates to the store, payment type, order number, and currency used.
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To clear all fields, click Reset.
| 3.
| After the search criteria have been entered, click Search. This displays the Batch Summary page. Individual batch details can be displayed by clicking the Batch number link.
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| 4.
| This opens the Batch Search Results page. Individual batch details can be displayed by clicking the Batch number link.
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The Batch Summary page displays summary information about the batch. For more detailed information, click the Batch Details link to display the Batch Details page. This lists further information about the individual payments that make up the batch. Refer to the online help system for information about the displayed fields if needed.
| 5.
| The following actions can be applied (depending on the batch state):
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