Batch Template Drop-down is blank in Generate Payment Process

 When creating a Generate Payment Process in Altru one may see that the drop down for a batch template is blank. 

 
The drop-down is blank because the template is missing required fields. Please follow the steps below to add the required fields:
  1. Go to Revenue > Batch Entry > Batch Templates
  2. Find the Enhanced Revenue Batch template for Credit Card Payments
  3. Click on Select Fields and Defaults
  4. Ensure the following fields are selected: 
    • Date
    • Payment method
    • Post status
    • Amount
    • Type
    • Given Anonymously
    • Receipt amount
    • Constituent
    • Card holder name
    • Credit card number
    • Credit card type
    • Expiration date
    • Authorization code
    • Rejection message
    • Constituent account
    • Reference number
    • Reference date
    • Direct debit details:
      • Account
      • Direct debit is rejected
      • Reference date
      • Reference number
      • Result code
  5. Once all of the required fields are added Click Save.
  6. Go to Revenue > EFT > Generate Payments and add your process. Now see the drop down is not blank. 
 
 

Environment

 3.17

Was this article helpful?


Thanks for your feedback! Did this solve your issue?

Comments (optional):


Thanks for your feedback!
We're glad it was helpful but sorry it didn’t solve your issue. If you need assistance, click Chat with Support below.
We’re sorry to hear that. Please tell us why.

 I don't like how this works.

 The answer is confusing.

 The answer didn't match what I was searching for.

Additional Comments (optional):


Thanks for your feedback! If you need assistance, click Chat with Support below.
Thanks for your feedback. Help us make our products even better by sharing details in our Idea Banks or our online Community.
Thanks for letting us know. We'll work on clarifying the information in the article. If you need assistance, click Chat with Support below.
Thanks for letting us know. We'll work on updating the search engine to return more relevant results.