Batch overview

For each batch, the following information is displayed:

• Profile ID and profile name
• The gateway used for collection
• Total amount to be collected
• Number of transactions in the batch

By clicking on a batch, you can open the batch details, where you can:

• View and manage individual transactions
• Identify and resolve uncollectable transactions
• Send the batch to the bank

For more information, see the related article on batch details.

Available actions

From this screen, you can perform the following actions:

1. Delete a batch of transactions for a specific profile
2. Import a batch of transactions using a specific direct debit file or CSV file or another type of file.
3. Export a batch of transactions that are still pending of a specific profile
4. Refresh the transaction overview
5. Filter on future transactions
6. Schedule a profile of future batches
7. Search within future transactions

Clicking on a specific batch opens the detailed view of that batch.

Next to each batch, the 'Notify debtor' icon may appear which indicates that a collection notification email will be sent to all customers when the batch is sent to the bank.