Batches Overview
The batch concept in Personify is to group transactions
together made by a user. If a user activates an order (with or without
payment), that transaction goes into the batch opened by the user. If the user
does not have a batch open and activates an order (without payment), the batch
remains blank and is updated when a payment is made (with the batch the user is
in when the payment is made). If the user does not have a batch open and
attempts a payment, Personify will not allow the user to do this.
The important thing to understand is that batches are not
groups of orders, they are groups of transactions. Transactions on orders may
happen at any time, by multiple users, on multiple days. Therefore, a batch
would not always contain all the transactions associated with one order. Each
line activation and payment applies a batch and it cannot really work another
way.