> This is the Markdown of a Backed Help Centre page, https://admin.backed.giving/help/administrator/payments/payment-batches.md. Every page is listed at https://admin.backed.giving/help/llms.txt.

> This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.

`Award and pay > Payments` lists every batch you can see, newest first. Each row shows the batch's
`Title`, `Status`, how many `Payments` it holds, its `Total` with the batch's currency code (such as
`NZD 1,250.00`), and the `Applicants` and `Contracts`
its payments name, with when it was created and by whom.

This appears only when it is turned on for your organisation, and you need the `Can access
Payments` permission. Labels that name `Payment Batch` use your organisation's own term if you've
renamed it.

An `All payments` tab sits beside `Payment Batches`: every payment on one list, in a batch or not,
filtered by paid date and exported for reconciliation. See [All payments](all-payments.md).

When your organisation uses Funds, a `Funds` tab sits beside them. See
[Funds in payments](/administrator/funds/funds-in-payments).

## Find a batch

- Use the `Status` filter to show only `Draft`, `Sent for Review`, `Approved` or `Paid` batches.
- Search by title. A batch is listed only when you can see its payments.
- Select `Advanced filters` and type one or more names in `Tags`, separated by commas, to show the
  batches carrying any of those tags. Tag a batch on its page; see
  [A payment batch's page and marking it paid](marking-paid.md).

## Plan what is still to pay

Select `Cashflow` to see the unpaid payments in every batch by the month they are scheduled for, in
each currency, with the in-kind deliveries still to come. See [Cashflow](cashflow.md).

Select `Index series`, beside it, to keep the figures a contract's later years can rise with. See
[Index series](index-series.md).

## See held tranches

Select `Held tranches` beside the list to see every milestone held from payment, with the reason, who
held it and when, and `Release` on each row. See
[Refunds, repayments, holds and void and reissue](refunds-and-corrections.md#see-every-held-tranche).

## Create a batch

1. Go to `Award and pay > Payments` and select `Create Payment Batch`.
2. On `Title and description`, enter a `Title`. Put today's date in the title for your finance team.
3. Add a `Description` if it helps. Only administrators see it.
4. Choose the batch's `Currency`. Your organisation's currency is first and chosen for you. Every
   payment added to the batch must be in this currency, and it never changes once the batch is
   created. See [Currencies](currencies.md).
5. Choose its `Type`: `Cash`, which is chosen for you, or `In-kind` for a batch of goods or services.
   It also never changes once the batch is created. See [In-kind grants](in-kind.md).
6. Select `Next`. The batch is created as a `Draft` and appears at the top of the list.

A batch needs a title: an empty one shows "Title can't be blank" and no batch is created.

## Create a batch from Fund tags

When your organisation uses Funds, `Create Tagged Batch` makes one `Draft` batch from every Fund
carrying the tags you choose. You need the `Can access Payments` permission and full access to the
payments it makes.

1. Go to `Award and pay > Payments` and select `Create Tagged Batch`.
2. Under `Fund tags`, type a tag and press Enter or select `Add tag`. Add as many as you need, up to
   20. Select a tag's `×` to remove it.
3. Select `Preview`. Backed lists each Fund carrying any of the tags, with how many lines it adds,
   their amount, any donor conditions, and under `Left out` each rule or Fund that adds nothing and
   why, such as "No available balance".
4. Select `Create batch`. The batch is created as a `Draft` and opens, ready to review.

`Create batch` can't be used until the preview adds at least one line. If you change the tags, select
`Preview` again first. A batch holds one currency, so if the lines are in more than one, Backed says
so and you choose tags whose Funds share one. See
[Funds in payments](/administrator/funds/funds-in-payments).

## Create a batch from a distribution cycle

When your organisation uses Funds, `Run Distribution Cycle` sits beside `Create Tagged Batch`. It
opens `Distribution cycles`, where one step distributes every Fund whose next distribution date has
come: each due Fund's tagged share becomes payment lines in one `Draft` batch, and its contestable
share goes to its grants' pools. You need the `Can access Payments` permission. You preview what the
cycle would do before you confirm it, and `Open the batch` takes you to the batch it made. See
[Run a distribution cycle](/administrator/funds/distribution-cycles).

## Delete a batch

1. On the batch's row, select `Delete`.
2. Backed asks "Delete this payment batch and its payments? This cannot be undone." Select `Delete
   batch` to confirm.

The batch and its payments are deleted, and its milestones can be added to another batch. Only a
`Draft` batch, or one `Sent for Review`, can be deleted. An `Approved` or `Paid` batch is kept, and
its `Delete` says why. Every deletion is recorded in the audit log.

## See also

- [Payments](index.md)
- [Frequently asked questions about payments](faq-payments.md)
- [Refunds, repayments, holds and void and reissue](refunds-and-corrections.md)