Build Payment Batches

The method of choice for building your payment batches and processing payments is to use Action Board. Action Board automates your standard Business Central procedures by giving you the power to define and store batch-building rules. It then applies those rules when you’re ready to build batches.

Building Batches with Action Board

Build IDs and Process Templates are accessible across all your companies—build it once and apply it throughout your organization. Batch Name will be PENDING on the first run—batch names/numbers are assigned when the batch is being built and are visible in the next step of the process.

Building Batches Manually

You can still use Business Central to manually create your batches and then pay/post them through Payment Hub. Use this method if you are not able to identify any repeatable rules for pulling invoices into your batches. The following pages can be used to manually build a payment batch:

• Payment Journal
  

Defining the Build Payment Batches Page

The Action Board page has multiple parts to it that are critical to understand for proper use.

• Action allows you to select the specific action to take.
• Select the Process Template you want to use to build your payment batches with (only available from the Build Payment Batches action).
• Processing Status keeps you updated on the status of the batch building process (only available from the Build Payment Batches action). The statuses you may see are:
  • Idle: No batches are currently being built.
  • Processing: Batches are currently in the process of being built.
  • Processing Report Available: Batches have been built. Click this status to view details of the last build batches process that was run.