Credit Card Batching

Automatic Credit Card Batching

Credit card payments that are processed directly through Admire do not need to be batched manually.  Instead the New Admire communicates with your credit card processor to find out which Batch it should go on.  The batch will then be created and that payment and all subsequent credit card payments which fit into the timeframe of the batch will be automatically added to it.

• When your credit card payment method is set up initially this is set up as well.  Nothing more has to be done for this feature to work.

• As you can see in the Payment Entry screen below the payment method is a credit card one and therefore Admire automatically marked it Auto-billing and batching.

• Now when this payment is Saved, not only will Admire charge the card automatically it will also put it into the correct credit card batch automatically.

• NOTE:  These credit card batches are NOT automatically Recorded to Accounting.

• You can learn more about Entering Credit Cards Already Billed here (look for subtitle with that name).  

Manually Batching Credit Card Payments

Credit card payments that were charged elsewhere and not through Admire need to be manually batched to the correct Credit Card Batch.

• Go to the Batch Manager,  from the Admire Left Sidebar.

• Select from the top right.

• The Batch Payments screen will pop-up.

• Make sure the correct Credit Card Payment Method is selected (red box screenshot above).

• Click on to add all of the listed payments to one batch.

  • OR select the payments you wish to batch from the list and then choose .

• Choose the correct Batch from the list to add the payments to OR

  • Choose it the correct Batch is not listed.

• The Create Credit Card Batch screen will pop-up.

• You may fill out the Note field if desired.

• Click .

• The new batch will now be listed.

• Click on it and the selected payments will be moved onto it.