Various batches in Personify allow users to take payments.
These batches must be opened/closed to for finances to work. The two types of
batches used are Direct and Deferred posting batches. Direct batches allow
instant payments to be made such as a credit card payment. Deferred batches
are controlled by a count of checks and a certain amount. Direct batches are
created by the user where deferred batches are created by the finance team.
1.
Create a new batch by selecting the [No Batch Opened] section in
your upper right hand corner of the screen.
2. Choose the
option to Create New Batch and the batch detail window will appear.
3.
For the Batch Type, select Direct Posting Batch and verify the Batch
Date.
4.
Add a Batch Description.
CC for Credit Card Batch_Dept_OperatorInitials_Date
Example: CC_MKT_ALR_110813
5. Receipt types
will already be added for Direct Batches to accept payments for the following
types:
o American
Express
o Visa
o Master Card
6. At the bottom of
the window, select Open Batch.
7. The Batch
control screen will close and Personify is ready to take direct payments.
It is
recommended that each day you will be taking payments in Personify, you open
your direct batch first. This allows the user to open their direct batch on
the fly to take a payment as needed.
Deferred batches created by the
finance team only need to be opened by the user. To open a deferred batch,
click on the No Batch Opened button in the upper right hand corner of
Personify.
1. From
the Batch Control search screen, click on the Search button to display
all batches available to the logged in user.
2. Highlight the
batch to be opened and click on the Select Batch button. The Batch
Control screen will open.
3. Click on the Open
Batch screen task from the Work with this Batch screen task
category.
4. The batch
control screen will close automatically and Personify is now ready to accept
check payments from the deferred batch.
Working with deferred and
direct batches in Personify can be very tricky. It is recommended that you
split work based upon the types of payments the user is working with. For
example: If a user is taking orders where checks have been processed through a
deferred batch and receives a phone call to take a credit card payment, the
user will need to close their deferred batch and open their direct batch before
taking payment. If taking payments on the fly will be required for the day, it
is important to have a direct batch opened and/or available.