View and manage batch details in the Bulk Charges Report

To access this page, open the App Drawer then click View All > Reports > Sales > Bulk Charges, then do one of the following:

Click the Batch ID link in the table.
Click the number in the Total Clients, Charged, Failed, or Pending column. This opens the page pre-filtered to that status.
Click the Actions button on a batch row, then select View batch details.

This page gives you a full client-by-client breakdown of a bulk billing batch, including who was charged successfully, who failed, and why. It's part of the Bulk Charges Report. Click the back arrow to return to the report with your previous filters preserved.

Key tips

Staff members must have the View sales reports permission with Bulk Charges selected to view this page.
Staff members must have the Perform Bulk Billing permission to edit or cancel a scheduled batch, or to remove a client from one.
You can add optional columns, like Email and Phone, by customizing the report.

Batch overview

Below the batch ID and status, you'll see when the batch was created, by whom, and which items it includes. All times are shown in your business's local time zone.

Created by [staff name] on [date] at [time] – Always shown. Appears in bold if the batch is Billing in Progress.
Scheduled for [date] at [time] – Shown in bold above the "Created by" line if the batch is Scheduled.
Processed on [date] at [time] – Shown in bold above the "Created by" line if the batch is Completed. Reflects when the last transaction in the batch reached a Charged or Failed status.
Item(s): The item name and price (for example, "3 months membership $130.00"). If the batch includes several items, click Show more or Show less to expand or collapse the list.

If any client in the batch is being charged a surcharge, a note appears below the item(s). For example: "2.5% surcharge applies to credit card payments • 2% surcharge applies to ACH payments."

Summary cards in the batch detail page

Click Total Clients, Pending, Charged, or Failed to filter the client table to that status. Total Amount and Total Paid are informational and don't filter the table.

Summary card	Description
Total Amount	The total amount for this batch, including surcharges. Sum of the Purchase Total column.
Total Paid	The total amount successfully paid in this batch. Sum of the Total Paid column.
Total Clients	The total number of clients in the batch. Any clients that have been removed are excluded from this count.
Pending	The number of clients who haven't been charged yet or are waiting in settlement.
Charged	The number of clients successfully charged in this batch.
Failed	The number of clients whose charge failed in this batch.

Columns in the batch detail page

The table lists every client in the batch. All columns are sortable.

Column	Description
Client	The client's name and profile picture.
Payment Method	The payment method that will be billed, or that was used if the client has already been charged. When an ACH account or credit card will be billed, the account number suffix and card suffix are shown only after the batch is processed. If a client's account balance is charged after failed reattempts, the payment method shows as Account.
Subtotal	The subtotal for the client's items in the batch, including surcharges. If the surcharge setting was disabled before the batch ran or the client's account balance was charged after failed reattempts, the surcharge is removed. If the surcharge rate changed before the batch's scheduled date, this reflects the updated rate.
Discount Amount	The total discount applied for the client's type, shown in red as a negative value. Blank if no discount applies. Updates if the client's type changes before the batch runs and adds, removes, or changes the discount.
[Tax name] Tax	The amount of a specific tax type charged (for example, HST Tax or GST Tax). A separate column appears for each tax type configured for the location. For more information, see Charge multiple clients at once with bulk billing. Excludes any tax disabled or removed before the batch runs, and recalculates if the tax rate changes.
Total Taxes	The sum of all tax columns. Only appears if the business has more than one tax type configured in their store settings.
Purchase Total	The total amount charged to the client for this batch. Calculated by subtracting Discount Amount from Subtotal and adding any taxes.
Total Paid	The amount the client paid. Shows a hyphen (–) for Pending clients and $0.00 for Failed clients.
Status	The client's charge status. Possible statuses are: Charged – The client's payment method was successfully charged. Pending – The client hasn't been charged yet. Possible reasons include: The batch is scheduled and hasn't run yet. The client's ACH payment is waiting for settlement. Hover over the info icon for Waiting for settlement. A failed automatic payment is retried when the Reattempt failed automatic payments business policy is turned ON. While a reattempt is scheduled, the client shows Pending, and you can hover over the info icon to see the next scheduled reattempt date. If a later reattempt also fails, the date updates to reflect the next scheduled attempt. Once reattempts are exhausted, the client shows as Charged. Failed – The charge failed and wasn't recovered. Hover over the info icon for the decline reason. If the client wasn't charged because their client type or client group doesn't meet the item's requirements, the info icon explains which item and requirement applies. If the client doesn't meet the requirements for more than one item, each reason is listed on a separate line.
Actions	The actions available for a client, depending on their status. Possible actions are: Transaction details – Opens the client's transaction record for this charge. Email receipt – Sends a receipt to the client's email on file. Print receipt – Prints a receipt from your computer. Receipt printer – Prints a receipt from a connected receipt printer. Remove client – Removes the client from the batch before it runs. Only available if the batch is Scheduled. Transaction details, Email receipt, Print receipt, and Receipt printer are available for clients with a status of Charged or Pending (waiting for ACH settlement). Only Transaction details is available for clients with a status of Pending (reattempt scheduled).
Email	The client's email address. This column is hidden by default.
Phone	The client's cell phone number, or home phone if no cell phone is on file. This column is hidden by default.

Remove a client from a scheduled batch

Available for Scheduled batches only, and requires the Perform Bulk Billing permission.

To remove a client from a scheduled batch:

In the client table, click Actions next to the client you want to remove.
Click Remove client.
Review the confirmation message, then click Remove client to confirm, or Keep client to cancel.

Once removed, the client's row is removed from the batch and they won't be charged when the batch processes. This action can't be undone.

Edit or cancel a scheduled batch

For Scheduled batches, two buttons appear in the page header: Edit batch schedule and Cancel batch. Both require the Perform Bulk Billing permission, and neither is available once a batch starts billing.

To edit the batch schedule:

Click Edit batch schedule.
Update the processing date and time. The new date must be no more than one year in the future. Times are shown in your business's local time zone.
Click Save.

A confirmation message appears, and the updated date and time show in the batch header and in the Bulk Charges Report. Clients are charged automatically at the new scheduled time.

To cancel a scheduled batch:

Click Cancel batch.
Review the confirmation message, which shows the number of clients and total amount affected.
Click Cancel batch to confirm.

Once canceled, the batch status updates to Canceled in the Bulk Charges Report, and no charges are processed. This action can't be undone.