Skip to main content
Batch invoice payment for multiple clients

Apply a single payment from an insurer or third party to multiple clients

Updated over a week ago

Batch invoice payment allows you to apply a single payment to multiple invoices of different clients. Perfect for when you need to apply payments to a batch payment from an insurer or third party, or if you're writing off a bad debt.Β 

πŸ›‘ Make sure you have an invoice template, provider number, service type, appointment types, and client groups added before you create your first batch invoice(s).

πŸ’‘ This feature only brings up billable appointments

πŸ’‘ The generated payment can be found within the individual client files

πŸ›‘ You aren't able to reverse a batch payment was completed, you will need to manual adjust each invoice as required.

In this article we will discuss:

Navigate to Batch Jobs

1. Navigate to the Dashboard

2. Scroll to Data

3. Run your cursor to Batch Jobs

Batch invoices for multiple clients Β 


1. Click on Data then Batch Jobs and click on Batch Invoice Payment

2. Set the filters to refine the invoices, then click on List Invoices and select the invoices

3. Click Next, enter the payment information, then click Next again and finally Complete to finalise the payment

πŸš€ Did you know that our add-on Tyro provides EFTPOS services through which you can easily take payments from your clients and record them directly into coreplus?

See similar articles regarding invoicing and payments :

Please let us know if you have any questions and don't forget to rate this help article below, so that we can continue to improve our support to you!

Did this answer your question?