Payments - Bulk Entry of Multiple Payments - Invoices

Modified on Tue, 21 May at 3:08 PM

Entering Multiple Payments at the same time on one screen (useful for Bpay (not integrated) or direct transfer payments.

Quick Guide

  1. Ensure appropriate settings are enabled - email if bulk payments not available on your site.

  2. Navigate to Invoice Repository

  3. Select some or all of the invoices that are being paid

  4. Bulk Action - Pay Invoices

  5. Enter Payment Method, and Payment Date and apply - this will update the method and date on all selected payments

  6. More invoices can be added using the "Add Invoices for Member" Option

  7. Payment method and date can be edited for individual payments as required

  8. For under payments select arrow on invoice line and enter amounts as applicable - overpayments should be entered using accounts payments 

  9. Once all invoices are selected and checked, double check total invoice balance

Step by Step Guide

Navigate to Invoice Repository

Select some or all of the invoices that are being paid, then use the bulk action dropdown to Pay Invoices

Enter default payment method and date and apply, which will auto fill all selected invoices.

Add additional invoices by using Find Member - can be searched by member number or name

Payment Method, and Date can be edited for individual Payments, amounts can be changed and using the arrow above the invoice number can be allocated to individual invoice lines where necessary.  If member has overpaid invoice, this should be entered using accounts repository bulk payments.

Check that the total balance paid coincides with the report payments are being entered from, then save payments

Confirm the Payments are correct

Email Payment Receipts if required

Bulk actions can be viewed at any time in batch history accessible under audit logs in side menu

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