Batch revenue

The Receive batch revenue function can be used to create journal entries for invoices that have been paid, such as membership fees and materials reimbursement bills. The library's bank account number must be configured in the system in order to allow journal entry. If these settings are missing from Wise configuration manager, an error message will appear: No settings for bank transfers or credit slips found. 

To add batch revenue:

1.  Go to Financial > Batch Revenue. The Batch revenue screen appears.
2. Enter the invoice ID in the Reference field.
3. Click Search items.  The invoice number is searched and fields are populated.
4. Enter an amount. The entire invoice can be processed, or just a portion. If a portion is entered, you can return to complete the invoice by clicking the All button.
5. Click Today to set the journal to the current date.
6. (Optional) If Ask for batch is checked, additional fields display. Provide that additional information.
7. Click Process to enter the item. Then the next invoice number can be entered for processing.
8. Click Quit to exit batch processing. A receipt is generated.

Processed registrations can be traced back to the customer's financial history.

 Note: Outstanding membership fees that are not included in an invoice do not have an invoice number and cannot be processed via Receive batch revenue. These fees have to be entered via the bank code.