Omit a family from an ePayment batch
Objective
Exclude a family from a batch created using Transactions > Process ePayments.
Solution
Update the Omit Family setting on the family’s Billing Info tab.
Important: This setting applies only to ePayment batches. It does not prevent other payments from being processed for the family.
- Go to the Family record.
- Select the Billing Info tab.
- Locate the Omit Family section.
- Select Omit Family from Transactions > Process ePayments.
- Select Save Changes.
The family appears in the batch transaction list but is not processed. Refer to the grid legend to identify transactions marked as Omitted.
⚙️ User Permissions may limit access to this feature or functionality.