---
title: "Process a Payment Selection Batches"
canonical: "https://kb.myframeworks.com.au/space/FRAM/28396048/Process%20a%20Payment%20Selection%20Batches"
format: markdown
---
# Overview
The **Payment Selection Batches** option allows you to automatically select supplier stock and expense invoices for payment to include in the next cheque or direct debit payment run. Select the invoices to be paid based on a combination of the invoice date and the supplier trading terms.
# Steps to Process Payment Selection Batches
To process a payment selection batch, open Frameworks and follow the steps below:
> 📝 ## Quick Steps
> 📝
> 📝 Here are quick instructions to help you process a payment selection batch:
> 📝
> 📝 - **[Access Payment Selection Batches](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28396048/Process+a+Payment+Selection+Batches#step1)**: Navigate to **Payables > Transaction Processing > Payment Selection Batches**.
> 📝 - **[Create a new payment batch](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28396048/Process+a+Payment+Selection+Batches#step2)**: Click **New** and fill in the following fields:
> 📝 - **Description**
> 📝 - **Payment Date**
> 📝 - **Payment Method**
> 📝 Save your new payment batch.
> 📝 - **[Add a supplier invoice](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28396048/Process+a+Payment+Selection+Batches#step3)**: Click **Add Invoices** then click **Find** to search the supplier invoices to be added in the payment batch using any of these search criteria:
> 📝 - **From Supplier**
> 📝 - **To Supplier**
> 📝 - **Branch**
> 📝 - **Supplier Group**
> 📝 - **Due Date**
> 📝 Expand the **Supplier/Invoice**, select the appropriate checkbox/es then click **Use** to display all the selected invoices on the **Payment Select Batches **screen. Click **Finalise. **
> 📝 - **[Approve the batch payment](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28396048/Process+a+Payment+Selection+Batches#step4)**: Click **Approve** from the **Status** field, enter your **User** and **Password** to indicate your approval, then save your changes.
> 📝 - **[Process the payment](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28396048/Process+a+Payment+Selection+Batches#step5)**: Click **Actions** > **Process Payment **to pay the selected invoices and complete these fields:
> 📝 - **Payment Date**
> 📝 - **Bank Account**
> 📝 - **Direct Credit File Format**
> 📝 - **Output Type**
> 📝 - **Printer Address**
> 📝 - **Print Remittance**
> 📝 Click **Go** to generate an ABA file.
## Detailed Steps
### > Macro (anchor)
1. Access Payment Selection Batches
There are a number of ways for you to access the **Payment Selection Batches** screen. These are
1. Click the **Frameworks Menu** and enter **Payment Batch Selection** into the **Search Box.**
2. Click the **Frameworks Menu** then navigate to **Payables > Transaction Processing >Payment Selection Batches **from the** **navigation tree.
### > Macro (anchor)
2. Create a new Payment Batch
1. Click **New** from the **Command Button** to create a new Payment Batch.
2. Enter a **Description**, **Payment Date** and select the **Payment Method** in the dropdown.
For more information about the Payment Selection Batch fields, click here.
**Batch**
Displays a unique system-generated batch number. This field cannot be modified.
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**Description**
Displays the description entered by creating a payment batch to help identify the payment selection batch.
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**Last User**
Displays the last user who made changes to the batch.
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**Payment Date**
Displays the payment due date for all selected invoices. The date is based on combining the Invoice date and the Supplier trading terms.
- Click the **Date Chooser **icon** **to select a date.
> ℹ️ If the payment date is changed, any calculated fields for existing invoices in the batch will be immediately recalculated and re-displayed for the new payment date.
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**Payment Method**
Select **Direct Deposit **or** Cheque **as appropriate from the dropdown menu.
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**Batch Total**
Displays the total dollar amount of the selected invoices in the batch.
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**Status**
Select the relevant **Status **from the drop-down menu.
- **New:** Newly created batches are marked as new.
- **Finalised: **Invoices have been added to the batch and it's ready to be approved.
- **Approved: **The batch has been approved and it is ready to be posted
> ℹ️ The **Status** is manually updated by a user from the **Batch Details **section.
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**Approved By**
Displays the User ID of the user who has approved the payment selection batch.
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**Invoice Company**
Select the company to which a supplier invoice belongs. This field is only visible if **APPaymentsMultiCo** flag is enabled.
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3. Click **Save **to create a new payment batch.
### > Macro (anchor)
3. Add Supplier Invoices
1. Click **Add Invoices **from the** Invoice Details **screen** **to select the required supplier invoices. The **Payment Selection Invoice** **Finder** screen will be displayed.
2. Click **Find** to display all supplier invoices, or you can use the **Search** icon to narrow down the search.
For more information about the Payment Selection Invoice Finder fields, click here.
**From Supplier**
Click to display a list of suppliers.
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**To Supplier**
Click to display a list of suppliers.
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**Branch**
Select the delivery branch code.
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**Supplier Group**
Select the appropriate supplier group from the dropdown menu.
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**Due Date**
Enter the due date or use the **Date Picker** to select a date to pay the invoice.
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**Invoice Number**
Enter part or all of an invoice number to find matching invoices. If **APPaymentsMultiCo** flag is enabled, results will include invoices from all companies; otherwise, only the current company is searched.
> ℹ️ When the **APPaymentsMultiCo** flag is enabled, you can add invoices from multiple companies to a single payment batch.
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> ℹ️ You can** **leave all fields blank to search all invoices based on the Payment Method selected.
3. Click the **+ **sign to open the Supplier Invoices, then select the correct invoices for payment batch.
4. Click **Use** to use the selected invoices.** **
5. Click **Save** to save the batch once the required invoices are selected.
6. Click **Finalise** to change the status field as **Finalised**.
> ℹ️ The batch payment has been updated with the added invoices and is awaiting approval.
> ℹ️ **Multi-Company Payment Cancellation**
> ℹ️
> ℹ️ When cancelling a payment that includes invoices from more than one company, all original GL postings (including rebates, GST, discounts, and inter-company loan accounts) are now reversed accurately for each company involved. This ensures your ledgers stay correct for both single and multi-company payments.
### > Macro (anchor)
4. Approve Payment Batch
> ℹ️ You need to be an approver to perform this action.
1. Click **Approve** from the Status field. At this point, the batch has been approved and is ready for posting.
2. Enter your **User **and** Password** to indicate your approval.
3. Click **Save/Close **to save your changes.
### > Macro (anchor)
5. Process Payment Batch
1. Click **Actions** to access various extra functions.
2. From the menu, select **Process Payment **to pay the selected invoices from the approved batch.
3. The **AP Payment Post Main** screen is displayed upon clicking process payment.
For more information about AP Payment Post Main fields, click here.
**Payment Date**
Default selected.
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**Bank Account**
Default selected. Click the **Search** icon to search for other bank options.
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**Direct Credit File Format**
Click the drop down for more options.
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**Output Type**
Click the drop down for more options.
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**Printer Address**
Default selected.
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**Print Remittance**
Enable the checkbox if necessary.
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4. Upon completing all selections from the **AP Payment Post Main** screen, click **Go** to create an ABA file.
# Additional Information
> ✅ Refer to [Payment Selection Batches](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28404060) for more information.