Overview
Apply one payment date/method to multiple invoices at once—ideal for batch bank transfers.
Steps
Go to Finance > Payments.
Click Add Bulk Payment.
Use the Filter invoices by client dropdown to select a client.
For each invoice row:
Payment Date: adjust if needed.
Payment Method / Offline Method / Bank Account: choose.
Transaction ID: enter reference.
Amount Received: enter amount (partial or full).
Click Save. All marked invoices update their payment status.
Tips
Use bulk payments at month-end to reconcile multiple invoices in one go.
Leave partial-payment rows blank or enter partial amounts to track outstanding balances.
Troubleshooting & FAQs
Q: Some rows failed to save.
A: Check each row has a valid date, method, and non-zero amount.
Q: I see no invoices listed.
A: Make sure your date filter (top-left) includes the invoices’ dates.