Bulk Payments for Multiple Invoices

Description: For businesses that frequently receive a single payment covering multiple invoices, manually updating each invoice can be time-consuming. A feature that allows the selection of multiple invoices and processes their payment in bulk (with the same payment method and date) would enhance efficiency.

User's Original Request: "We often receive a single payment from clients for multiple invoices. Being able to select multiple invoices, and bulk pay them (same payment method, same payment date) would be much more time efficient."

Developer's Insight:

  • The request seems to focus on the receipting of payments within Formitize.

  • The user's request appears to be for a user interface that facilitates splitting incoming payments between invoices, thereby auto-creating multiple payment records.

  • This functionality is present in accounting software like Xero and would be a valuable addition.

Proposed Solution:

  1. Introduce a UI within Formitize that allows users to select multiple invoices.

  2. Enable the splitting of a single incoming payment across the selected invoices, auto-generating individual payment records for each invoice.

  3. Ensure that the payment method and date remain consistent for all selected invoices.

  4. Provide feedback to the user once all invoices have been successfully updated.

Additional Notes: This feature aligns with functionalities found in established accounting software and would significantly streamline the payment process for businesses dealing with bulk payments.

Please authenticate to join the conversation.

Upvoters
Status

In Review

Board

πŸ’‘ Feature Request

Tags

Accounts

Date

Over 2 years ago

Author

Termite Solutions South Coast

Subscribe to post

Get notified by email when there are changes.