### Setting Up Batch Processing

After a batch file is generated, a batch becomes locked waiting for the bank response. You can manually approve transactions and start services provisioning or set an automated mode of documents processing right after batch file generation, which is less secure but saves time.

In addition, you can specify the penalty for transaction decline, which allows you to take into account the bank penalties for transaction decline.

You can also set the automated mode of batches closing and pending transactions approval by specifying the batches lifetime in days.

Note: The documents processing settings affect all bank transfer plug-ins.

To set the bank transfers approval mode:

1. Select Setup from the Bank Transfers submenu.
2. Click the Edit button.
   1. Select services provisioning mode after batch generation:
   - No actions. If you want to approve bank transfers only manually.
   - Start services immediately. If you want to provide the ordered services automatically, right after a batch file is generated. This option starts services on credit, before payment is received. In case after you receive a bank response, you find that a transaction for a corresponding invoice has been declined by a bank, you can manually put such a subscription on hold.
   - Create payment and start services. If you want to provide the ordered services automatically, right after a batch file is generated and create a corresponding payment in Parallels Business Automation - Standard database right away. In case after you receive a bank response, you find that a transaction for a corresponding invoice has been declined by a bank, you can manually cancel a payment, and in this case, a corresponding invoice will be reopened and transaction in the Transaction Log will be marked as declined. The corresponding subscription can be put on hold manually.

     Enter the penalty fee for transaction decline into the Amount of transaction decline penalty field. When you mark a transaction in a batch as declined, an invoice is reopened and a penalty amount is added to an invoice total. The corresponding string appears in invoice items and taxes are re-calculated taking into account this penalty.

   1. To automatically close batches with automated approval of pending transactions, specify the period in days to be passed from batch file generation day in the Automatically close batch and approve all pending transactions in (days) field. The default period is 20 days.

      Note: To disable the automated approval of pending transactions, enter 0 into the Automatically close batch and approve all pending transactions in (days) field.

   2. Declined documents validity period. Into this field you can enter the period (in days) during which a document declined after a batch processing is to be automatically cancelled in case the same or another payment method has not been applied.

      After cancellation:

   - Orders become cancelled and corresponding subscriptions are put on hold.
   - Invoices are not cancelled, but are closed by corresponding credit invoice issued automatically.
3. Click the Save button.

Please send us your feedback on this help page