Mass Payment allows customers to pay for multiple invoices in a single transaction. This is often quicker and more convenient for customers with multiple invoices outstanding. It can also reduce your transaction costs by only processing a single transaction.

Mass Payments and Merging Invoices #

Creating mass payment invoices and merging invoices are different processes.

• With Mass Payments, the system maintains separate invoices. When a client pays the combined invoice, the system applies credit to the original invoices and marks them paid.
• Merging invoices will actually combine all the individual invoice line items into a single invoice, deleting all but one of the merged invoices.

In the Client Area #

Clients can request to perform mass payment in the Client Area.

To allow this, enable Enable Mass Payment in the Invoices tab at Configuration () > System Settings > General Settings.

To do this:

1. Go to Billing > Mass Payment.
   
2. Click Pay All, or scroll to the bottom of the page, select a payment gateway, and click Make Payment.
   
3. Scroll to the bottom of the page, select a payment gateway, and click Make Payment.
4. Enter the desired payment information.
   
5. Click Submit Payment.

In the Admin Area #

You can create mass payment invoices for clients in the Admin Area.

To do this:

1. Go to the client’s profile’s Invoices tab.
2. Select the desired invoices.
   
3. Click Mass Pay at the bottom of the page.
4. Pay the invoice using the desired method.

Last modified: October 30, 2024