We’ve added the ability to process a single payment across multiple invoices, making it faster and easier to collect outstanding balances from customers with more than one open invoice. Previously, payments generally had to be handled one invoice at a time, while the Invoice Report Status Update functionality only provided an option to record payments for multiple invoices rather than actually process them. With this enhancement, users can select multiple invoices using checkboxes and process the payment for the selected balances in one action. This functionality is available from the Customer Record Invoice Table, and Overdue Invoice Report, providing a more efficient payment workflow for office users.

Process Multiple Invoice Payments from the Customer Record

1. From the top panel, use Customer Search bar to lookup a Customer
2. Go to the Customer Record.
3. Scroll down to the Invoice Table.
4. Use the checkboxes to select the invoices you want to pay.
5. Click Process Payment.
6. Review the Number of Selected Invoices and Total Payment Amount.
7. Select Credit Card as the payment method.
8. Enter a new card or select a saved card under Use Existing Card.
9. Enter the required payment information and process the payment.
10. Once completed, a confirmation will display the invoices successfully paid.

Process Multiple Invoice Payments from the Overdue Invoice Report

1. From left-hand panel, click on Reports
2. Navigate to Invoice > Overdue Invoice Report.
3. Select the invoices you want to pay using the checkboxes.
4. Click Process Payment.
5. Review the Number of Selected Invoices and Total Payment Amount.
6. Select Credit Card as the payment method.
7. Enter a new card or select a saved card under Use Existing Card.
8. Enter the required payment information and process the payment.
9. Once completed, a confirmation will display the invoices successfully paid.

Screenshots

Process Multiple Invoice Payments from the Customer Record

 

 

 

 

 

 

 

 

Process Multiple Invoice Payments from the Overdue Invoice Report