Bulk Process Invoice Payments

This guide walks you through the process of bulk-processing your invoices & tracking payments.

How to Bulk Process Payments/Invoices

1. Enter the ‘Invoices’ module.

2. Select all invoices and click on ‘Actions’. Use ‘Generate PDF’ if you want to print out the invoices and mail them to customers for offline payments.  

3. For online payment processing, select ‘Process Payment’. 

4. Select the payment type also known as the payment method. Select the ‘default payment method of customer’ option to charge customers on whatever payment method is set as their default.

5. Overriding auto charge lets you process all invoices irrespective of whether the plans are set to auto-charge or not. Disable this button if you only want to process payments for customers with auto charge enabled. 

6. Some transactions carry a pending status within the system. These transactions have been initiated and are awaiting a status update from the customer's bank. If you exclude pending amounts you eliminate the risk of charging your customers twice when one payment is already pending. Disable this button, if you know that the pending transactions are bound to fail.

7. Only unpaid invoices including ‘due’, ‘overdue’, and ‘partially paid’ invoices are bulk processed. 

8. You should see a pop-up informing you that the transactions have been initiated. 

9. Check your notifications to see when payment processing is completed.

10. Click on this notification to see the details of the transactions and the reasons for any failure.

11. Your invoice’s detailed view will now show you a pending status awaiting intimation from the bank. Depending on payment method type, the transaction may be processed instantly and get updated to paid status. 

How to Track Your Payments

1. To track the payment status of your invoices, click on ‘More’ and then ‘Edit Columns’.

2. Search for ‘Status Reason’ in the unselected list and shift it to the selected list. Then click ‘Save’.

3. A new column showing the reason for the status of the invoice will show up so you can track invoice payments easily. 

4. You can also filter the invoices to view only the unpaid ones if necessary.

5. This way you can tell at a glance about the status and the reason for the status of the invoice.

6. To drill down on the reason behind payment failure, expand the invoice and scroll down to transactions. Click on ‘Edit Columns’.

7. Search for ‘Declined Reason’ in the unselected list and shift it to the selected list. Then click ‘Save’. 

8. This will show you exactly why the transaction failed including reasons such as insufficient funds, customer roll back, no such payment method etc.