Skip to main content
Batch invoice payment for a client

Apply a batch payment to a client's outstanding invoices

Updated over a week ago

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.
​ 
Β In this article, we will discuss:

πŸ“ Prior to doing a batch payment, you have to know how to create invoices

πŸ›‘ 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.

πŸš€ Did you know that our add-on Pin Payments allows you to easily pay your client's invoices online?


The below articles may interest you as well:

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?