Payments - Bulk Entry of Multiple Payments - Invoices

Modified on Fri, 31 Oct at 9:00 AM

Enter multiple invoice payments at the same time on one screen.

This feature is useful to process BPay payments (not integrated) and payments received by direct deposit or other method to the club's bank account.

If the bulk payment settings are not available on your MiMembership site email support@miclub.com.au with a request to enable this feature (no MiClub fees applicable).

Step by Step Guide

Step 1 - Select multiple invoices to be paid from the Invoice Repository

Navigate the main menu to Financials and then Invoices
Select some, or all, invoices to be paid
From the Bulk Action drop menu select Pay Invoices

Tip: use the Member # or Name column header filter boxes to search the table for individual invoices - ensure you wait for the Bulk Action counter to refresh before proceeding to use the Bulk Action

Step 2 - Complete and edit payment details

Select the Payment Method from the menu options
Enter the Payment Date
Click the Apply button. This action will auto fill the payment method and payment date for all selected invoices
Each of the following are optional actions. If not required skip to Step 3
- Add additional invoices to the payment list by using Find Member. Search by member number or member name
- The Payment Method and Payment Date can be edited for individual payments
- The Amounts Paid can be changed. Click the arrow located above the invoice number and select individual invoice lines where necessary.

Important note: where a member has overpaid an invoice this payment must be entered using accounts repository bulk payments feature

Step 3 - Save the payments and email payment receipts

Click the Save Payments button. Check the Total Invoice Balance paid matches your bank or other report/s used to confirm payments received
Select Yes button to confirm payments
(Optional) Select the Email Payment Receipts button in the Batch task bar

Tip: Bulk actions can be viewed at any time in the Batch History, accessible under Audit Logs in the main menu