Quickly and easily apply a payment to multiple invoices for one client. This is especially helpful if a client has paid for more than one invoice at a time, or if an insurer has paid off invoices for a single client.
📝 Prior to doing a batch payment, you have to know how to create invoices
🛑 You aren't able to reverse a batch payment was completed, you will need to manual adjust each invoice as required.
Finding your Account Statement
1. Navigate to the client's file
2. Scroll down to invoicing
3. Here you can see your account statement and where to apply batch payments
Batch invoice for a client
1. Once you've opened a client's file, click on Invoicing.
2. Click on Batch Payment, set the date range or any other filter, then click on List Invoices,
3. Enter payment details, then click Next, then click Complete to finalise the payment.
🚀 Did you know that our add-on Pin Payments allows you to easily pay your client's invoices online?
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