---
title: "Creating a New Batch"
slug: "creating-a-new-batch"
updated: 2026-08-10T20:21:53Z
published: 2026-08-10T20:21:53Z
canonical: "help.idibilling.com/creating-a-new-batch"
---

> ## 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.

# Creating a New Batch

To create a new batch:

1. From the Accounts Receivable Controlled Batches window, right-click the row and click **New Batch**. The New Payment Batch window is displayed.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/22247.wmf?sv=2026-02-06&spr=https&st=2026-11-14T11%3A11%3A36Z&se=2026-11-14T12%3A11%3A36Z&sr=c&sp=r&sig=SkHteRLPsNZfVc5aXzN7S0TZ94NOod0yvSnKKE3wLNw%3D)

| Batch Number | Unique identifier of the batch being created. Number assigned to track the payment. Up to 15 alphanumeric characters may be entered. |
| --- | --- |
| Do not post payments until batch is closed | If checked, payments may not be posted until the batch is closed. |
| Create Date | Date the batch is created. Blank, if you are creating a new batch. |
| Close Date | Date the batch is closed. Blank, if the batch is open or you are creating a new batch. |
| Autogenerate (button) | Automatically generates the Batch Number using the next available unique Batch Number. > [!NOTE] > Note > > Autogenerate is disabled when editing an existing batch. > [!NOTE] > Note > > Autogenerate is only available for creating numbers for new batches. |
2. Enter a unique Batch Number or click **Autogenerate** to have the system generate a batch number.
3. Click **Save** to save the Batch or **Cancel** to exit without creating the Batch.