Re-try payments & perform other invoice actionsLast updated on 03/22/2022
Before you post a batch of invoices, you may want to print invoices in bulk. Many companies mail invoices to customers to provide a paper copy of a paid balance, or to collect payments.
Here are instructions on how to print invoices in bulk and other available actions on the Invoice screen.
When to use this feature: Use this feature if there were unsuccessful charges, and you want to try to charge the customer’s primary payment method again.
How to re-try the primary payment method: Click Batched to view the active batch. Then click Re-try payments at the bottom of the batch list.
Settle balances for all invoices
When to use this feature: Use this feature to settle multiple customer balances at once, using any payment method. This feature is useful if you need to reconcile invoices or record payments in bulk.
How to settle balances: Click Batched to view the active batch. Then click Settle balances for all invoices at the bottom of the batch list. You will see a list of all invoices in the active batch that have an outstanding balance. By default all outstanding invoices will be selected, but you can select or deselect invoices as desired. At the bottom of the list you will see two dropdowns: All payment types and Set missing payment type. Use All payment types to select which payment types you want to settle. Use Set missing type to select which payment type will be used to settle the balance (if no payment type is set). When you have successfully set a payment type for all selected invoices, you will be able to click Apply Bulk Payment. All invoices you selected will now have a zero dollar balance, with a recorded payment on the invoice.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.