A transaction has the status 'Manual Adj'. Do I have to ask you to change it?
Not any more! You can now change the status to 'Open' or 'Authorise' yourself. Choose the option 'O' for 'Open' or 'A' to authorise the transaction to be paid.
Who do I tell if there are problems with invoice and credit note values displayed in Payments?
Batch only displays EDI invoice and credit data provided by the suppliers. If there is an issue, you need to raise it with the relevant Credit Control contact at that supplier.
How do I get details of my remittance, including a VAT breakdown?
Go to the main menu and click on Reports. Then click on Remittance Download and choose the month you want for your records. This will open as a CSV file. Save this as an Excel file and you will have all your data, including the VAT breakdown.
A box has arrived with no paper invoice. How can I find invoice details?
Log on to Batch Payments and choose the Invoice Finder option from the Main Menu. Entering the order number or delivery note number will display details of any invoices relating to those numbers.
Will Batch save me money on bank charges?
Most definitely yes! Because you make just one monthly payment to Batch per currency each month no matter how many suppliers there are to pay, you will pay a single bank charge.
I have accounts in different currencies – can I still use Batch?
- Yes, Batch is multi-currency so payments in Sterling, Euros and US dollars are accepted. However, not all suppliers accept all three currencies through Batch. Look at the list of suppliers to check their individual status.
- Important: if the invoice has been raised in a particular currency, then the payment to Batch must be in that currency.
How do I make my payments to Batch?
- If your business is based in the UK, Batch will take a Direct Debit from you on the last working day of the month for the amount that has been authorised.
- If you are based in Eire, Batch can take a Direct Debit for Euro payments on the last working day of the month; the same applies for Sterling payments, provided you have a UK bank account. If not, the payment will need to be sent in cleared funds to arrive no later than the closing date for authorisation.
- Booksellers in the rest of the world must pay by a monthly bank transfer. For more information please follow this link.
When will I see my invoices?
Invoices and credits will be shown on Batch as soon as the suppliers send them. Batch only displays invoice and credit data provided by the suppliers, so if there are errors or items missing, you should contact the supplier directly.
I am not sure what amount to transfer to Batch.
The amount to be transferred is in the 'Ready for Payment' column.
When can I see how much I paid a supplier for a month?
At about 7am of the morning following the closing date for authorisations, the amounts paid will be in ‘Show Period’ – 'Past'.
Can I pay an invoice before the due date shown on Batch?
Yes. Go to the 'Future period summary' and find the invoice to be paid early. Click on the invoice number to show the invoice detail and click on the 'Due Date' drop down box. There you will find the option to pay the invoice in the current clearance.
Where can I see how much I paid last month?
Simply go to ’Current Period Summary’, click on ’Show Period‘ and choose ’Past‘. Then select the month and the payment summary will be displayed.
Can I use Batch for copy invoices?
Yes, any invoice can be printed directly from our website. On the system, you will find a complete record of all your transactions with each supplier. Some suppliers now also submit copy invoices as PDFs for download – look out for the PDF icon on Batch.
There are invoices on Batch that I have already paid. How do I remove them?
Select the invoice and click on the 'N button ('Not paying'). Click on ‘Update’ at the bottom of the page and the transaction will be removed.
I don't see all my publishers on Batch. Who should I tell?
The list of publishers on Batch is updated daily, so first check the Suppliers List. If the supplier isn't there, email us and we will contact them to ask whether they would like to join Batch.
Can credit notes and claims that have already been resolved be removed?
Yes. Select the credit note or claim and click on the 'N' button ('Not paying'). Click on ’Update‘ at the bottom of the page and the transaction will be removed.
How do I find the balance of my funds with Batch?
Click ‘Reports’ and then ‘Bookseller Payment Status’. This will show any balance carried forward from the previous month.
When can I see the amounts I paid the suppliers for a month?
At about 7am of the morning following the closing date for authorisations the amounts paid will be in Show Period – PAST.
Can I take my credit notes before the due date that is shown on Batch?
You must contact the supplier about taking any credit note early.
Where do you publish news and information?
The latest news will appear on the website and our Twitter account – @batch_services. We also send monthly reminders about the closing date for authorisations, so please ensure that we have your active email address.
What do the red flags mean?
A red flag indicates an overall credit against a supplier, which will be carried forward to the following month.
When I log on I get a certificate error.
Make sure you access Batch directly from www.batch.co.uk and not from a bookmarked link. Check that your PC date and clock are accurate. If the problem persists, contact us at email@example.com.