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. 

🛑 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).

💡 This feature only brings up billable appointments

💡 The generated payment can be found within the individual client files

🛑 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:

1. Navigate to Batch Jobs

2 Batch invoices for multiple clients

1. Navigate to the Dashboard

2. Scroll to Data

3. Run your cursor to Batch Jobs

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

🚀 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 :

📝 Create an invoice
📝 Adding a payment to an invoice

📝Unlock an invoice