New Payment Modal

Overview

We’ve introduced an exciting upgrade to the manual payment process for invoices! Previously, payments had to be made one invoice at a time. With the new payment modal, you can now streamline the process by viewing and managing all open invoices for a specific customer in one place.

How It Works:

    1.    View All Open Invoices:

When you select to pay an invoice, the system now displays all open invoices for that specific customer.

    2.    Add Invoices to Payment:

Use the + icon to add additional invoices to the payment.

    3.    Remove Invoices:

If you’ve added an invoice by mistake, simply press the "X" icon to remove it from the selection.

   4.    Installment Plans:

You can select invoices with scheduled payments as well. These are marked with an orange "clock" icon.

Once you press Continue, you will see the sum of all the invoices that you will be paying at once. 

Click "Process Payment" to process all invoices selected. 

Benefits

    •    Save Time: Manage and pay multiple invoices for a customer in one transaction.

    •    Improved Efficiency: Reduce the hassle of processing payments one at a time.

    •    Error Management: Easily correct mistakes by removing incorrect invoices before completing the payment.