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How to Add Bulk Payments in DealPOS

Learn how to settle all unpaid customer invoices in one go.

Teguh Warsono avatar
Written by Teguh Warsono
Updated yesterday

The Bulk Payment feature allows users to easily make payments for multiple unpaid invoices at once. This feature is especially useful in the following scenarios:

  1. When a customer has more than one unpaid invoice or credit transaction and wants to settle all of them in a single payment.

  2. When the store owner recaps payments for outstanding invoices at the end of a certain period, instead of recording payments in real time.

To add a new bulk payment, you can follow the steps below:


Step 1. Go to Payment (Received Tab), then Click New

Payment menu

Step 2. Submit Bulk Payment Data

Choose the payment method you want to use, then select the unpaid customer invoices either by invoice number or by the customer's name that you want to mark as paid.

By Invoice Number:

by invoice number

By Customer Name:

by customer

Step 3. Input Payment Amount and Click Submit

After you've selected the unpaid customer invoices you want to set to be paid, there will be a list of all the unpaid customer invoices you've selected. You can fill in the Payment amount column to make payment from those unpaid invoices.

add bulk payment

After you input the payment amount, you can click submit to make payment to all the unpaid customer invoices. There will be a success notification after you click the submit button.

bulk payment complete

Step 4. Go to Orders, then View Customer Invoices Payment Status

The customer invoice payment status will be set to be paid after we've done making bulk payments for unpaid invoices.

orders


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DealPOS is an online point-of-sale (POS) application specifically designed for retail businesses in categories like Fashion, Minimarkets, Electronics, Fresh Food, and Building Material Stores.

With DealPOS, you can manage both online and offline store inventory in real-time on a single platform. You can also sell through omnichannel (offline and online) as DealPOS integrates with marketplaces (Shopee, Tokopedia, TikTok Shop, Lazada) and instant web stores (Shopify and WooCommerce).

dealpos-trial-indonesia
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