thankQ Help
Once the batch has been approved, you can no longer add, remove or edit payments in the batch.
If a mistake has been made the payment must be reversed.
The approval of a batch will update each contact record with the payment information entered in the batch. It will also update the donor statistics on the Payment Summary tab of the contact record. The Payment Summary information will show the next day after an overnight process.
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Credit Cards When using a Gateway thankQ does not retain the credit card numbers. Credit cards are validated using Tokenisation. If not, Credit Card numbers are encrypted once a batch is either approved or scrapped. It is not recommended batches are left In Work or In checking once reconciled. If your finance team require a list of payments with full credit card details, ensure you produce the relevant Batch Report before the batch is Approved. |
1.Click the Approve Batch option to approve the batch
2.Click Yes. There is an option to print Receipts before and after Approval
3.Click Yes to confirm
thankQ will update the relevant contact records with the new payments. Once this is done, the batch stage will change to Batch Approved.
The Batch Stage will change to Batch Approved and new workflow icons will appear.
Now the batch is approved you will no longer be able to enter new payments or edit or delete existing payments from the batch. If a payment has been entered incorrectly, it will need to be reversed.
On the Batch Information form there is no longer a New Payment button
On the Payment Details form clicking New will display a dialog box indicating you cannot add new payments
