This article explains how to set up a bulk receipt within the EDI receipt for a number of renewal items.
With V4.2 we have added the ability to select renewal items to be added into a bulk receipt and then create that bulk receipt within EDI.
Within the Exceptions tab of a receipt, there are 3 ways to select renewal items to be added to a bulk receipt:
1) By selecting individual items from this exceptions page
2) By selecting individual items from within the exception itself
3) By choosing an amount of money under which all renewal items will be auto selected
On the Exceptions tab, click in the box at the end of the item line to select to go into the bulk receipt:
When an exception is clicked into there will be a button at the bottom of the page to add to a bulk receipt:
At the top of the Exceptions page there is a line Select all under £ for bulk item. Simply type the amount under which all renewal items should be selected for addition to the bulk receipt:
Once this amount is input, click on Select all under and each renewal item under this amount will be auto selected (a x is put in the box at the end of a line).
Once all appropriate items have been selected, click Create bulk renewal item. This will add all the items selected for the bulk receipt together and create a receipt for this amount. A pop up will appear to confirm how many and how much:
Once done, this receipt will appear in the Allocated tab as a various item:
If FSA information needs to be input, this will need to be input when the receipt has been processed from Updates to Admin > Commissions > Receipts.