Batches Guide

The "Batch" application in our system provides a way to track Payments and close them out using the Property you currently have selected.

Batches closed in ExactEstate are from External Payments, not Merchant Account Payments. Merchant Payments are closed by our merchant processor on a 24-hour basis and can be tracked using the credentials provided to you to access Authorize.net.

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Note

The capability of the search and filtering options with our tables can be seen in the Table Functionality tab of the Getting Started section of this guide.

Step 1

After clicking the navigation link shown below, you are directed to a page where you can view closed Batches for a specified time frame. Click any one of the rows shown in the table to view the transactional breakdown for the Batch.

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Step 2

You will be directed to a new page where you are able to view all of the closed Batch Payments. Here you have the same Table Functionality as described in the Getting Started section of this guide.

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Step 1

After clicking the navigation link shown below, you are directed to a page where you can view Payments currently in the system that are not currently associated with any batch.

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Step 2

From here you can view all Payments in the Batch and close them when desired by clicking the button s

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Step 3

After clicking the button to close a Batch in the system, a confirmation modal appears where you must confirm the total amount that will be closed out and then submit the form to close the Batch as noted in the arrows shown in the image below.

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