Invoice Batch Pay

To pay multiple invoices at once, use the Create Invoice dropdown menu at the top right of the Invoices page and select the batch payment option.

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Step 1. Compile Your Invoices and Find the Total Amount Due

Before making a payment, run through the batch pay workflow to see exactly how much you owe. This is especially important if you plan to pay by credit card or bank transfer — you'll need to know the total before you can add those funds (see Step 2).

The batch pay workflow filters invoices in the following order:

1. Customers — select the customer you are paying for
2. Entities — select the entity
3. Sites — select the site(s)
4. Invoices — review and select the individual invoices to include in the batch
5. Confirm & Pay — review the summary, including the total amount due

Once you reach the Confirm & Pay screen, note the Total Amount shown in the summary table. Do not click Pay Invoice(s) yet if you still need to add funds via credit card or bank transfer — stay on this page and continue to Step 2.

Tip: You can stay on the Confirm & Pay screen while completing Step 2. The available balance shown in the Pay Now modal will update automatically without needing to refresh the page.

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Optional Step 2. Add an Unreconciled Payment (Credit Card or Bank Transfer)

Note: If you are paying by Cash, Paper Check, Unreconciled Payment, or Credit Invoice, you can skip this step and go straight to Step 3.

Credit card and bank transfer payments are not available directly in the batch pay workflow. To use either of these methods, you must first add the funds as an unreconciled payment on the customer's account, and then apply that balance in Step 3.

To add an unreconciled payment:

1. Open a new browser tab so you do not lose your place on the Confirm & Pay screen.
2. Navigate to the Network page and open the customer's account.
3. Click on the Unreconciled Payments tab.
4. Click + Add Unreconciled Payments in the top right corner.
5. In the Add Payment modal:
   • Enter the payment amount — use the total you noted from the Confirm & Pay screen in Step 1.
   • Select Credit Card or Bank Transfer as the payment method.
   • Set the date and add an optional description.
   • Click Add Payment.
6. Close this tab and return to your Confirm & Pay screen.

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Step 3. Pay the Invoices

Once you are ready to pay, click Pay Invoice(s) on the Confirm & Pay screen. The Pay Now modal will appear with the following payment method options:

• Cash
• Paper Check
• Unrec. Payment — use this if you added funds via credit card or bank transfer in Step 2. The available balance and remaining balance will be shown at the top of the modal.
• Credit Invoice

Select your payment method, confirm the amount, and click Pay.

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Organizing Invoices for Batch Payment

Similar to the batch invoice creation workflow, invoices can be organized and filtered by:

• Customer
• Entity
• Site
• Individual invoice

This structure allows you to efficiently process payments across multiple invoices while maintaining control over which invoices are included in each payment batch.