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:
Introduce a UI within Formitize that allows users to select multiple invoices.
Enable the splitting of a single incoming payment across the selected invoices, auto-generating individual payment records for each invoice.
Ensure that the payment method and date remain consistent for all selected invoices.
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.
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Comments2
David Blacklock
Sep 15, 2023
Yes this is much needed nothing more time consuming than applying each payment to a customer account when they make payment for more than two invoices at the same time. I had 7 invoices for same customer today was so time consuming.
The previous system we used we would select which invoices then apply what type of payment it was. Then just select again which invoices and what type of payments they were if different.
Keith Azzopardi
Sep 14, 2023
Hi @Termite Solutions South Coast,
Thank you for submitting your idea regarding bulk payments for multiple invoices. We truly value feedback from our users as it helps us enhance the platform. Your suggestion is approved on the board and under review, and we'll keep you updated on its progress.
Warm regards,
The Formitize Team