🚨 Important to remember: This process is optional and not required. Bundling payments will lock them meaning they can no longer be edited.
Can I bundle takings?
When you bundle your takings together it locks the day's takings, so when you next run the report these payments will no longer appear. It is therefore important to consider how this will impact your practice before doing so, as once done it cannot be undone.
If you do wish to bundle your takings:
In the 'Takings' report, set up the filters/conditions you want applied to the bundle.
Click 'Payment Bundle' in the top right corner, and then select 'New payment bundle'.
In the window that appears, you will see the conditions applied to the bundle, which are based on the filters you currently have applied in the report.
When you are ready, click 'Save'. You can then view your bundles in the 'Payment Bundle' dropdown by clicking 'View payment bundles'. You can also download to your device by clicking 'Export' or 'Print'.
📝 Please note: This will lock all invoices associated with these transactions and bundle them together in their own individual report. Once bundled, these cannot be edited.
From this section you can also delete a payment bundle - this is the only way to delete a payment which is included in a bundle, they cannot be deleted individually once included in a bundle.