Taking Payment for Multiple Invoices

Taking Payment for Multiple Invoices

If a customer has multiple outstanding invoices, you can create a single payment from the Customer Account page to cover the total amount, and then apply it to those invoices.

  1. Go to the ‘Main Menu’ and click on “Customers”.
  2. Click on the name of the relevant customer, and their account screen will open in a new tab.

On the Customer Account screen, you’ll see the open balance amount displayed in green at the top right. If you don’t want to pay the entire open balance, calculate the total value of the invoices you wish to settle with this payment.

Once you have either copied the open balance or calculated the total value of the invoices to settle:

  1. Click on the “Action” dropdown
  2. Select “New Payment.”


On the Payment page:

  1. Select the payment method you wish to use.
  2. Paste the copied amount or manually enter the total.
  3. Click “Next” to proceed.
    1. If a gateway payment was selected, after clicking “Next”, you will then proceed to enter the necessary Billing and Card information.
    2. If a non-integrated payment method was selected, click “Pay” to complete the transaction.

After creating the payment, you can apply it to multiple invoices from the Customer Account screen.
  1. Locate the payment at the bottom of the Customer Account page.
  2. Click the three dots next to the payment and select “Apply.”

Now, the final step is to:
  1. Select all the invoices you want to apply the payment to by clicking the checkbox on the right-hand side.
  2. Click “Apply."

For a detailed guide on processing multiple payments, please refer to the Help Manual.

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