How do I batch delete payments?

A batch is a group of payments that are submitted together. Use Batch Delete Payments to delete payments updated from Cash Receipting or payments entered using Court Management > Enter Payments. Since Court Management > Enter Payments does not have an option to delete payments, you will need to use Batch Delete Payments to delete more than one transaction at a time.

Important! The payments must share the same transaction date.

Contents

Step 1: Back up the database
Step 2: Batch Delete Payments
Options

Step 1: Back up the database

Before proceeding, back up the current files. Always make a back up of the database BEFORE running routines that modify or delete transactions. See the help topic titled, How do I back up a database?

Step 2: Batch Delete Payments

Delete payments updated from Cash Receipting or payments entered using Court Management > Enter Payments.

Do this...

1. Open Connect Court Management > Organization > Batch Delete Payments.

2. Fill in the options on the form. Use the sections in this help topic to fill in each field. The fields are listed in alphabetical order.

3. Click GO (CTRL+G).

The payments are deleted.

Options

Delete payments for

The Batch Delete Payments routine will delete payments that have a transaction date that is the same as the entered date.

Selection criteria

In Caselle, the Selection Criteria allows you to choose which information to include in the routine.