Bulk payment is one of our latest additions that enables you to create payments for multiple unpaid invoices in one go.
In other words, if you have several unpaid invoices for a customer, you can create a bulk payment for them with a few taps of the mouse.
To create a bulk payment:
Step 1: Open the Customer’s Invoices
To open the customer's invoices, navigate to Customer Relationship >> Customers. Then pick the target customer and scroll down to the Invoices section.
Step 2: Create the Bulk Payment
Click the Bulk Payment button. Enter the payment amount, select the payment source, pick a payment date and enter a payment reference (optional). When you are done, hit the Next button.
On the next page, you will notice that the payment has been automatically applied to the first large set of unpaid invoices.
However, if you don't like the payment distribution, you can always adjust it.
Note: Kindly reach out to our support team if you are unable to edit the applied bulk payment.