Kangarootime automatically batches payments that are made through Fat Zebra, including Credit Card and Direct Debit payments. You then have the option to batch all other types of payments, including cash, EFTPOS and Direct Deposit payments that have been added manually in to Kangarootime.
TABLE OF CONTENTS
- Viewing Automatically Batched Payments
- Creating a Batch of Payments Manually
- Running a Batched Payment Report
- Deleting a Batched Payment Report
Viewing Automatically Batched Payments
Navigate to the Billing area of the menu and select Payments from the drop down options. Move to the Batched tab. If you have access to multiple centres, select your centre in the top right hand side of the screen. Select the date range you want to view.
The screen will now show payments during the selected date range that have been automatically batched. The payments are batched according to the payment amount that is deposited into your business' nominated bank account by Fat Zebra.
Creating a Batch of Payments Manually
Move to the Unbatched tab of the Billing Payments screen. If you have access to multiple centres, select your centre in the top right hand side of the screen.
Once you have selected a centre, a check box becomes available to the left of each payment. Use the top checkbox to select all payments, or make individual payment selection.
When you have checked all of the payments for this batch, select + Create Batch in the top right corner of the screen.
You will be prompted with a Create Batch dialog that summarises the total number and amount of payments will be included in this batch. Select Save.
Once the batch payment report has been created, select the Batched tab where you will be able to access the report.
Running a Batched Payment Report
Go to the Billing area of the menu and select Payments. Move to the Batched tab.
Use the Run Report button to generate the batch payment summary. It will open in a new browser tab for you to view and download from there.
Deleting a Batched Payment Report
If you find you have grouped payments incorrectly, you can undo the batched payment and start the process again.
Go to the Billing area of the menu and select Payments. Move to the Batched tab.
Across from the incorrect report, select the X at the very right of the screen. You will receive a warning that the Batch ID you have selected to unbatch will have all payments returned to the Unbatched screen. Select Confirm to action this.
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