thankQ Help
Automated batches are created under the Finance module.
1.Click Batch Information under the Finance Module.
2.Click New on the tool bar.
3.Click Yes to create a Batch for Automation.
4.Select the Payment Type from the dialog box which will be either Credit Card or Direct Debit.
5.Click OK.
6.Enter or Select a Batch Type.
7.Enter a Description that describes the payments this batch is made up of.
8.Select the Account Number.
9.Click Batch Defaults and enter any defaults such as Source Codes, Date etc. Payment Type will automatically populate with either Credit Card or Direct Debit.
10.Click OK.
11.Click New Payment from either the Workflow or the button under the Payment Detail tab.
12.Select the Contact from the Serial No. Pick List.
13.If this person has not paid by Credit Card/Direct Debit previously click Set Token.
14.Enter the Credit Card detail into the Web form and Submit which will bring down a token
15.Enter the Amount.
16.Enter and/or Select all other relevant information.
17.Click OK.
18.Repeat for all payments.
19.Close the Payment form making sure you are on the Batch Information form.
20.Run the Batch Report if required from Report on the menu or tool bar.
21.Click Submit for Checking under Workflow.
22.Click Submit for Automation when this batch is ready to be picked up for the overnight automation.
23.If there are any errors these will appear in the Automation job Auto Batch Processing. 
