Apply a Batch of Payments

If you have multiple checks/payments to enter at a time, but need to record each one individually, you can apply these payments in a batch. 

Go to Revenue > Select Invoices and click the New Payment button in the upper right corner. 

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If you have the invoice number of the payment you need to apply, enter the invoice number and hit enter. If you do not have the specific invoice number, start typing the name of the profile of the invoice. Select the correct profile, then select the open invoice on that profile to which the payment should be applied.

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Enter the payment information. Click here for more details on applying a payment.

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Click Save and Add Next Payment. Enter the next invoice number and/or search for the next profile.

Once you've entered all of the payments for the batch, click Save and Close. 

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