---
title: "Controlled Batch Search"
slug: "controlled-batch-search"
updated: 2026-08-10T20:21:48Z
published: 2026-08-10T20:21:48Z
canonical: "help.idibilling.com/controlled-batch-search"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Controlled Batch Search

You can also find payments using the accounts receivable Controlled Batch Search function.

1. From the **Applications** menu, select **Accounts Receivable Management > Controlled Batch Search** to retrieve a list of batches (see [Accounts Receivable Controlled Batches](/v1/docs/accounts-receivable-controlled-batches)). The search results are displayed in the Accounts Receivable Controlled Batches window.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/22238.wmf?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A46Z&se=2026-11-14T11%3A57%3A46Z&sr=c&sp=r&sig=2pb3BMpl5MYkW7Re0i6%2FPQu5qZ1TKHe5sfv8bOC8ehU%3D)
2. Right-click on the desired batch and click **View Payments**. The Payments for Batch # window is displayed.

![PaymntsForBatch](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/22295.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A46Z&se=2026-11-14T11%3A57%3A46Z&sr=c&sp=r&sig=2pb3BMpl5MYkW7Re0i6%2FPQu5qZ1TKHe5sfv8bOC8ehU%3D)

The Payments For Batch # window provides the following information:

| ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/12597.bmp?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A46Z&se=2026-11-14T11%3A57%3A46Z&sr=c&sp=r&sig=2pb3BMpl5MYkW7Re0i6%2FPQu5qZ1TKHe5sfv8bOC8ehU%3D) ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/12295.bmp?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A46Z&se=2026-11-14T11%3A57%3A46Z&sr=c&sp=r&sig=2pb3BMpl5MYkW7Re0i6%2FPQu5qZ1TKHe5sfv8bOC8ehU%3D) ![RedX2](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/22311.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A46Z&se=2026-11-14T11%3A57%3A46Z&sr=c&sp=r&sig=2pb3BMpl5MYkW7Re0i6%2FPQu5qZ1TKHe5sfv8bOC8ehU%3D) | Check marks indicate whether the “Do not post payments until batch is closed” check box on the Add/Edit Accounts Receivable Batch window is checked when the batch is created or edited. Green check - Payments can be posted to the customer's account. Yellow check - Payments cannot be posted because they are blocked or the associated batches were put on hold. Red X - Payment was refused. |
| --- | --- |
| Account # | Unique identifier of the customer account. |
| Amount | Dollar value of the payment that has been entered against the customer account. |
| Payment Type | Identifier of the form of payment made. |
| Description | Text explanation of the payment. |
| Payment Date | User entered date of when the payment was entered into the system. |
| Apply Invoice Number | Invoice number that the payment is associated with, if applicable. |
| Check Number | Number of the check for the payment, if applicable. If the payment is posted, this is a read-only field. If the payment is not posted, you may edit this field. |
| Batch Number | Number assigned to track the payment. The date when the payment is entered into the system. |
| Last Modified | Date and time the batch was last modified. |
| User Name | Login ID of the user who modified the record. |

The Payments For Batch # window right-click submenu options include the following:

| Edit | Modify the selected payment. See [Modifying Payments](/v1/docs/modifying-payments). |
| --- | --- |
| Drop from Batch | Removes the payment from the selected batch. See [Dropping a Payment from the Batch](/v1/docs/dropping-a-payment-from-the-batch). > [!NOTE] > Note > > This option is only displayed when the payment belongs to a controlled Open Batch. |
| Block | Block the payment if you suspect that a payment is entered incorrectly. See [Blocking/Unblocking a Payment](/v1/docs/blocking-unblocking-a-payment). |
| Unblock | Unblock the payment to continue processing the payment. S***ee*** [Blocking/Unblocking a Payment](/v1/docs/blocking-unblocking-a-payment). Do not override a Hold. |
| View Customer | View the customer details for a specific customer. |
| New | Add a new payment. See [Adding Payments](/v1/docs/adding-payments). |