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About Waiting for Collection

  • Created January 30, 2015
  • Author James Browning
  • Category Batch Collections Tab

To display only batches waiting for collection for a specific account number, enter the account number in the Filter on account number: field and press Enter.

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By default this screen displays all invoice batches that have already been sent to the payment provider for collection. Information is provided under the following headings:

  • Actions – Provides an option to re-open the invoice batch if required. Click Select > View Batch to open a detailed view of the selected batch. See View Batch below.
  • Batch Date – Refers to the date on which the invoice batch was produced.
  • Collection Date – The date on which invoice amount will be collected from the bank.
  • Id – The invoice batch identification number.
  • Info – Additional information about the sent invoice batch (optional).
  • Batch Type
  • # items – The number of invoices included in this batch.
  • Invoice Total – The total amount for collection on all invoices in this batch.
  • Balance Outstanding – The total amount outstanding on all invoices in this batch.
  • Status – The status of the batch, i.e. Sent.
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View Batch

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Click Select > View Batch in the Actions column next to the batch date to open a detailed view of the selected batch. A breakdown of each invoice in the batch is displayed. This includes details for each invoice, such as:

  • Date issued – The date on which the invoice was issued. Click Select > View Invoice in the Actions column next to the batch date to see detailed information for this specific invoice, including payment status, client account #, name, address, description, quantity, unit price tax (if applicable), total.
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    Note: Filter the list on the required column heading as required (see Common Tasks/Filtering Lists for more details).

  • Account – The account number of the invoice.
  • Contract – The contract number of the invoice.
  • Name – The client name.
  • Invoice # – The invoice number.
  • Info – Additional information printed on the invoice.
  • Arrs – Indicates if there is an arrears amount outstanding.
  • Total – The invoice total.
  • O/s – The amount still outstanding on the invoice. 0.00 = paid in full.
  • Status – for example Paid, Part-Paid, or Unpaid
  • Failed Reason – Indicates the reason why the sent invoice batch failed.

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Knowledge Base Authors

  • James Browning
    Articles Authored: 124

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