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Roles Required: Super User, Billing Team
Permissions Required: N/A
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The Punch Entries submenu tab within the billing module lists all entries that are ready to be processed or have already been processed in a billing batch. Entries that have been approved and do not violate an authorization max (remaining balance, daily max, weekly max, or monthly max) will appear in this table. Entries include:
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- Log in to DCI with an appropriate profile
- Click Billing on the main menu
- Click Batches on the submenu
- Click Actions
- Select New Billing Batch from the drop-down menu
- Add batch name (required) and description (optional)
- Click the blue Add From File button (see example file headers below)
- Click Upload tab delimited TXT file and locate the .txt file to upload
- Click Open
- Click Next
- Review batch summary
- Click Save and Yes to confirm
The batch is now submitted, and the system shows the batch details page. The batch is in pending status and must be validated. Process as normal.
Example file headers:
Field # | Field | Type | Description | Required | Comments |
1 | EntryId | Integer | Unique identifier for the entry or entries. | Yes | Should be an existing Id of a client funding account Id. |
Add Entries to Existing Batch
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