The Bulk Payment feature will make it easier for users to make payments for multiple unpaid invoices at once. Usually, it can be used in several conditions as follows:
When a customer has more than one unpaid invoice/credit transaction and wants to pay it off at once/one-time payment.
When the store owner recapitulates payments for unpaid invoices at the end of a certain period/they don't input payments received in real-time.
To add new bulk payment you can follow the steps below:
Step 1. Go to Payment (Received Tab), then Click Bulk Payment
Step 2. Submit Bulk Payment Data
Choose the payment method that you want to use and select the unpaid customer invoice by its number or by the customer name that you want to set to be paid
By Invoice Number:
By Customer Name:
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.
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.
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.
If you want to make bulk payments for unpaid invoices from only one customer, you might want to use Join Invoice. To create a Join Invoice you can see this article: Join Invoice & Join Bill
To add a payment to credit sales or purchases, you can follow the steps in this article: Add Payments to Credit Sales / Purchase
You can set the Debt limit for a customer. To set the Debt limit for a customer you can see this article: Debt Limit for Customers
If you want to see the reports of Invoice Aging and Bill Aging you can see this article: Invoice Aging and Bill Aging Reports