Difference between revisions of "Freeside:1.9:Documentation:Administration:Batch Processing"

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(New page: =Configuring Batch Processing= * Set the '''batch-enable''' configuration value, and optionally the '''batch-default_format''', '''batch-fixed_format-CARD''' and '''batch-fixed_format-CHEK...)
 
 
Line 6: Line 6:
 
* Set the '''Process batches''' ACL for one or more groups
 
* Set the '''Process batches''' ACL for one or more groups
 
** Configuration -> Employees -> View/Edit Employee groups
 
** Configuration -> Employees -> View/Edit Employee groups
 +
* Go to Configuration -> Billing -> Billing events and add a billing event for CARD or CHEK to batch payments.
  
 
=Using Batch Processing=
 
=Using Batch Processing=
  
 
* Download batches and upload results under Tools -> Process Batches
 
* Download batches and upload results under Tools -> Process Batches

Latest revision as of 08:25, 22 September 2009

Configuring Batch Processing

  • Set the batch-enable configuration value, and optionally the batch-default_format, batch-fixed_format-CARD and batch-fixed_format-CHEK configuration values.
    • Configuration -> Settings
    • Click "Edit Configuration"
    • Click the "Billing" tab
  • Set the Process batches ACL for one or more groups
    • Configuration -> Employees -> View/Edit Employee groups
  • Go to Configuration -> Billing -> Billing events and add a billing event for CARD or CHEK to batch payments.

Using Batch Processing

  • Download batches and upload results under Tools -> Process Batches