Applying One Payment to Multiple Invoices
If you are using the Connect integration, you can pay off multiple invoices in a single transaction. This eliminates the need to run separate payments for every individual invoice, saving you time and streamlining your reconciliation.
Step 1: Locate Your Invoices
Navigate to Connect > Make a Payment in the left navigation bar.
Select the option to search by Invoice Number.
Enter the first invoice number in the search box and click Search.
Check the box on the left side of the results grid to select it.
Enter the next invoice number in the search box and click Search.
Check the box for this result as well.
Repeat this process until you have located and selected all the invoices you wish to include in the payment.
Step 2: Consolidate and Allocate
Locate the Show dropdown menu just above the results grid.
Change the selection from Current Search to Selected. You will now see a complete list of only the invoices you specified.
Click Next.
Allocate the specific amount of funds you wish to apply to each individual invoice.
Step 3: Complete the Transaction
Click Next.
Choose your preferred processing method:
Manual Entry: Enter new card details or apply the balance to an existing saved Payer.
Send for Payment: Generate a secure link to send to your client for self-service payment.