Processing Auto Payment

After importing the payments, you need to ensure all items are correct and ready to process.

If too many items are incorrect you can remove the entire batch. To remove the entire batch

1. Right Click in the grid

2. Select Remove Batch

If you see just a few small items need correction

1. Click on the line that needs to be corrected

2. Click inside the box that needs to be corrected

3. Enter the correct information

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Once everything is correct, process the file.

1. Right Click in the grid

2. Select Process Batch

3. Click Yes

You’ll receive a confirmation that the processing has been complete, and will no longer be able to manually change the entries. Below you can see the before and after results in the customer profile of processing the import file.

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