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How To Apply A Bulk Payment

This guide provides a straightforward, step-by-step process for applying bulk payments in your accounting system, making it easier to manage and streamline financial transactions. By following the instructions, users can efficiently handle multiple vendor invoices at once, saving time and reducing manual errors. It also ensures that you stay organized and up-to-date with your payments, enhancing overall cash flow management.

1. From within the main navigation menu, select Accounting >> Invoices >> Vendors

How To Apply A Bulk Payment - Step 2 (1)

2. Select the Invoices for which you'd like to apply a payment.

NOTE: Consider applying an 'Invoice Status" filter to show only 'Approved' Invoices ready for payment

3. You should see a Blue Button to confirm selection. Click on it.

4. Click on the dropdown arrow next to the main checkbox

5. Click "Make Payment"

6. Select a Payment Account

7. Enter a Reference Number

8. Enter the Total Amount

9. You should see a message displayed at the bottom right corner with the total amount

10. Click "Make Payment"

11. You should see a pop up, click on CheckOut

12. Close the PopUp

13. After completing the steps it should take you to the Payments page where the latest transaction will be available on the top of the list