Detail Charge Batch Procedures

Topics Creating Detail Charge Batches Adding Charges to an Existing Batch Editing Charges Deleting Charges

When you use Voyager to record charges, you enter the charges in groups called batches. You can enter charge batches as summary batches or detail batches. The two batch types are essentially different ways of entering and viewing the same information, and charges entered in screens for one batch type can be edited through the screen for the other. It is generally easier to enter charges in a summary batch, but you have more flexibility with a detail batch.

If you want to override account information or hold payment on a charge, use a detail charge batch. You may prefer to use detail batch charges for batches including only a single charge or to add charges to an existing batch.

When you edit an existing charge batch, you are not required to use the same method (summary or detail) you used when you created the batch. You can edit any charge batch using either method.