---
title: "Accounts Receivable Controlled Batches"
slug: "accounts-receivable-controlled-batches"
updated: 2026-07-22T12:42:45Z
published: 2026-08-10T20:23:40Z
canonical: "help.idibilling.com/accounts-receivable-controlled-batches"
---

> ## 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.

# Accounts Receivable Controlled Batches

The Accounts Receivable Controlled Batches window displays all payment batches currently in the system. The batches are displayed in descending Create Date order, listing the most recently created batch at the top of the list.

Note: You can [convert an uncontrolled batch to a controlled batch](/v1/docs/converting-an-uncontrolled-batch-to-a-controlled-batch).

To view the Accounts Receivable Controlled Batches:

1. From the **Applications** menu, click **Accounts Receivable Management > Controlled Batch Search**. The Accounts Receivable Batch Search window is displayed.

![AccRecBatchSearchDialog.gif](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/22756(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A44Z&se=2026-11-14T12%3A04%3A44Z&sr=c&sp=r&sig=%2FsbllrT%2Fn9hhRFpRkZso12bv%2BQjn84u%2ByX0K%2FovW240%3D)

The Accounts Receivable Batch Search window provides the following input fields for entering your search criteria:

| Batch Number | Enter the batch number to search. Accepts wildcards (*, %). |
| --- | --- |
| Batch Status | Select one of the statuses to search: - Open - searches only open batches - Closed - searches only closed batches - Both - searches all batch statuses |
| Hold Type | Select one of the hold types to search: - Hold Batches - searches only batches on hold. - Non-Hold Batches - searches only batches that are not on hold. - Both - searches both batches on hold and not on hold. |
| Create Type | Select the date range of when batches were created. If left blank, includes all dates. |
| Close Date | Select the date range of when batches were closed. If left blank, includes all dates. > [!NOTE] > Note > > Not available if you select Open as the Batch Status. |

1. Click **Search**. The Accounts Receivable Controlled Batches window is displayed.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/22238(1).wmf?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A44Z&se=2026-11-14T12%3A04%3A44Z&sr=c&sp=r&sig=%2FsbllrT%2Fn9hhRFpRkZso12bv%2BQjn84u%2ByX0K%2FovW240%3D)

The Accounts Receivable Controlled Batches window provides the following information:

| ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/12295(1).bmp?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A44Z&se=2026-11-14T12%3A04%3A44Z&sr=c&sp=r&sig=%2FsbllrT%2Fn9hhRFpRkZso12bv%2BQjn84u%2ByX0K%2FovW240%3D)reate Date | Date the batch was created. |
| --- | --- |
| Close Date | Date the batch was closed to additional payments. |
| Batch Status | Status of the batch. Statuses may be Open or Closed. Open - payments may be added to or removed from batch Closed - no payments may be added or removed |
| Batch Type | The Batch Type is always Payment. |
| Item Count | Number of individual payments in the batch. |
| Total Amount | Sum of the dollar value of the individual payments in the batch. |
| Last Modified | Date and time the batch was last modified. |
| User ID | Login ID of the user who entered the payment. |
| Refresh (button) | Queries the database to retrieve the latest information. If modifications to batches are made on other windows that are not children of this window, a refresh updates the Accounts Receivable Controlled Batches window without the need to close and reopen the window. |

The Accounts Receivable Controlled Batches window shortcut menu provides the following options:

| View | View the batch if the batch is closed or not editable; See [Viewing a Batch](/v1/docs/viewing-a-batch). |
| --- | --- |
| Edit | Edit the selected batch. The batch must be Open to edit. See [Editing a Batch](/v1/docs/editing-a-batch). |
| Delete | Deletes a batch if it is open. See [Deleting a Batch](/v1/docs/deleting-a-batch). |
| Close | Closes the batch. If the batch is a Hold batch, closing it frees all On Hold Payments in the batch for posting. See [Closing a Batch](/v1/docs/closing-a-batch). |
| Reopen | Reopens the batch. If the batch is a Hold batch, it cannot be reopened if any of its payments are posted or billed. See [Reopening a Batch](/v1/docs/reopening-a-batch). |
| Add Payments | Adds a payment to the batch, if it is open. See [Adding Payments](/v1/docs/adding-payments). |
| View Payments | Opens the Payments Search Results window to view Payments in the selected batch. See Payment Search. |
| New Batch | Create a new batch. See [Creating a New Batch](/v1/docs/creating-a-new-batch). |