Working with Financials Bulk Payments
| Article Index |
|---|
| Bulk Payments |
| The Batch Tool Window |
| Processing Batch Payments |
| All Pages |
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The Batch Payments Tool
Our Batch Entry tool allows payments to be processed for multiple clients in the one place. Generally, we recommend this feature is used for direct debit or bank deposits.
Accessing the Batch Entry tool
- Go to the RxWorks Task Panel.
- Select 'Tools & Utilities.'
- Select 'Financial.'
- Click on the 'Batch Entry of Payments' option.
The Batch Entry tool will appear.
By default, the window will open with the currently active client record showing under 'Payment For.'
