I have online payments available on my invoices. A client has 6 outstanding invoices to be paid. Can this be paid in one bulk payment or do they have to pay each individual invoice?
If it can be paid in bulk how de we do this please?
Many thanks
Leanne
Hello Lea
Multiple invoices are able to be paid at one time. All they need to do is select the invoices they wish to pay and click the Pay invoices button. There should be a check box on the left-hand side when the invoices are listed so that they will be able to select the amount they wish to pay in one go.
There are two ways they can access this list:
Please let me know if you need further assistance.
Thanks Chris so if i send my monthly statement listing overdue invoices they can pay from there?
Leanne
Hi Chris i did a bit more research and found this. How do i set this statement up please?
That screen there is the second method I listed of invoice reminders which I linked a Help Article to. With this method, you will be able to set up for all your employees to receive a reminder at the interval of your choice.
I have attached the Help Article again here for setting up invoice reminders so that you are able to set this up for your customers.
Ok so ive set up my file and customer for invoice reminders and invoice summary. The only issue i an having is how to select which reminder terms. There is no toggle or box to tick only a edit or delete button. What am i missing please?
Many thanks
You can customise your reminders from the Invoice Reminders window (Sales > Invoice Reminders or Setup menu > Preferences > Emailing tab > Invoice Reminders).
This includes the reminder frequency and schedule. Any changes to a reminder will apply to all customers who receive reminders.
