thankQ Help

Batch types help you categorise different batches and make it easier to locate batches of a certain type in the future.  Before processing any payments, we need to create a list of batch types.  Here are some examples of batch types.

•Donations

•Pledge Processing

•Event Payments

•Membership Payments

•Mixed Payments

•Pre-banked Payments

These batch types could also be subdivided by different payment types – for example Pledge Processing – Credit Cards, Pledge Processing – Direct Debits.

2.Once you have decided on your initial batch types, expand the Finance folder and right click on the Batch Type folder and select New.

3.Enter the name of the batch type and click OK

4.Click Yes to confirm

5.To add further Batch Types, repeat steps 3, 4 and 5.

6.A right click on a Batch Type provides options to edit or remove the batch type.