Add payments for multiple cases all from a single page.
Create a batch payment
Go to Financials > Payments.
To create a new batch payment, select Add Batch Payment.
Or select a Batch ID if you are needing to add payment to an existing batch.
Add payments
Search the case you'd like to add a payment to by typing in the Add a Payment to a Case field.
Select the case and choose the Payment Type for your transaction.
If you're entering a payment, fill out details like payment method, amount, date and payer. 
If you've selected insurance assignment, click Add new and fill out assignment details.
Recording insurance assignments through batch payments requires a Funds Received On date and cannot be logged as a pending payment.
Repeat this process for any other payments you have.
Once you have logged all your payments for this batch, click Process to apply the payments to cases.
Batches are editable until they are processed. Double check that the batch is accurate before you click process!
Processed batches
Batch payments will stay in Open Batches until they are processed. Once processed, it will move to the Processed Batches tab.
To the right of each processed batch you can view, download or archive the batch.
- View will show its details at the bottom of the page
- Download will download batch details in a PDF format
- Archive will clear it off this list and move it to the Archived Batches tab
Editing a processed payment
Payments added via batch can be edited within the case.
In a case, go to the Payments & Adjustments page. If this case has a payment added from batch, you will see a note beneath it saying Added via a Batch.
Select the gear icon to edit or delete the payment. You can also click the hyperlinked word 'Batch' to view the batch details.
Need more information?
Need help? Email us at support@passare.com or call (800) 692-5111.